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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 | $145,609 | $70,430+106.7% | $96,572+50.8% | $85,851+69.6% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 25.70% | 18.58%+7.1pp | 37.79%-12.1pp | 318.63%-292.9pp |
| Employer contribution / active EE | $5,435 | $1,413+284.5% | $2,357+130.5% | $2,565+111.8% |
| Participant deferral / active EE | $2,193 | $2,894-24.2% | $3,850-43.0% | $3,952-44.5% |
| Admin fee / account holder | $1,384 | $4,996-72.3% | $6,183-77.6% | $6,261-77.9% |