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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 | $63,976 | $48,314+32.4% | $67,561-5.3% | $80,925-20.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 12.23% | 18.28%-6.0pp | 3525.44%-3513.2pp | 35.65%-23.4pp |
| Employer contribution / active EE | $7,000 | $2,022+246.2% | $2,735+156.0% | $2,756+154.0% |
| Participant deferral / active EE | $5,960 | $2,927+103.6% | $4,003+48.9% | $4,299+38.6% |
| Admin fee / account holder | $10,731 | $3,690+190.9% | $4,006+167.9% | $6,940+54.6% |