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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 | $120,128 | $55,889+114.9% | $76,119+57.8% | $80,935+48.4% |
| Participation rate | 100.0% | 62.1%+37.9pp | 69.1%+30.9pp | 67.7%+32.3pp |
| Annual return | 12.39% | 20.58%-8.2pp | 361.25%-348.9pp | 35.66%-23.3pp |
| Employer contribution / active EE | $8,323 | $1,866+346.1% | $2,693+209.1% | $2,757+201.9% |
| Participant deferral / active EE | $5,883 | $3,051+92.8% | $4,259+38.1% | $4,299+36.8% |
| Admin fee / account holder | $377 | $5,241-92.8% | $6,421-94.1% | $6,924-94.6% |