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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 | $79,927 | $54,380+47.0% | $68,509+16.7% | $59,633+34.0% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 68.7%+31.3pp |
| Annual return | 11.05% | 2.83%+8.2pp | 8.27%+2.8pp | 2041.45%-2030.4pp |
| Employer contribution / active EE | $5,992 | $1,539+289.5% | $2,278+163.1% | $2,203+172.1% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $3,382-100.0% | $3,192-100.0% |
| Admin fee / account holder | $4,962 | $3,885+27.7% | $5,275-5.9% | $4,297+15.5% |