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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 | $74,705 | $55,457+34.7% | $77,361-3.4% | $94,015-20.5% |
| Participation rate | 100.0% | 69.8%+30.2pp | 75.0%+25.0pp | 70.8%+29.2pp |
| Annual return | 17.50% | 15.57%+1.9pp | 1011.54%-994.0pp | 17.84%-0.3pp |
| Employer contribution / active EE | $7,160 | $2,255+217.6% | $2,990+139.5% | $2,790+156.6% |
| Participant deferral / active EE | $5,666 | $3,069+84.6% | $3,911+44.9% | $4,249+33.3% |
| Admin fee / account holder | $15,928 | $4,334+267.5% | $5,894+170.3% | $8,951+77.9% |