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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 | $90,131 | $55,457+62.5% | $77,361+16.5% | $94,015-4.1% |
| Participation rate | 100.0% | 69.8%+30.2pp | 75.0%+25.0pp | 70.8%+29.2pp |
| Annual return | 11.72% | 15.57%-3.9pp | 1011.54%-999.8pp | 17.84%-6.1pp |
| Employer contribution / active EE | $3,463 | $2,255+53.6% | $2,990+15.8% | $2,790+24.1% |
| Participant deferral / active EE | $4,011 | $3,069+30.7% | $3,911+2.6% | $4,249-5.6% |
| Admin fee / account holder | $8,310 | $4,334+91.7% | $5,894+41.0% | $8,951-7.2% |