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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 | $85,057 | $55,930+52.1% | $76,089+11.8% | $80,925+5.1% |
| Participation rate | 100.0% | 62.1%+37.9pp | 69.1%+30.9pp | 67.7%+32.3pp |
| Annual return | 12.37% | 20.58%-8.2pp | 360.94%-348.6pp | 35.65%-23.3pp |
| Employer contribution / active EE | $7,655 | $1,866+310.2% | $2,690+184.6% | $2,756+177.7% |
| Participant deferral / active EE | $4,985 | $3,051+63.4% | $4,259+17.0% | $4,299+16.0% |
| Admin fee / account holder | $6,287 | $5,241+20.0% | $6,418-2.0% | $6,940-9.4% |