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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,254 | $47,479+144.9% | $62,929+84.7% | $82,448+41.0% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 14.28% | 20.34%-6.1pp | 1063.93%-1049.6pp | 41.64%-27.4pp |
| Employer contribution / active EE | $1,996 | $1,885+5.9% | $2,505-20.3% | $2,551-21.7% |
| Participant deferral / active EE | $4,872 | $2,870+69.7% | $3,888+25.3% | $4,139+17.7% |
| Admin fee / account holder | $7,968 | $3,804+109.5% | $5,065+57.3% | $7,234+10.1% |