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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 | $104,103 | $47,479+119.3% | $62,929+65.4% | $82,448+26.3% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 13.54% | 20.34%-6.8pp | 1063.93%-1050.4pp | 41.64%-28.1pp |
| Employer contribution / active EE | $3,142 | $1,885+66.6% | $2,505+25.4% | $2,551+23.2% |
| Participant deferral / active EE | $2,595 | $2,870-9.6% | $3,888-33.3% | $4,139-37.3% |
| Admin fee / account holder | $7,638 | $3,804+100.8% | $5,065+50.8% | $7,234+5.6% |