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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 | $68,028 | $48,011+41.7% | $63,803+6.6% | $82,637-17.7% |
| Participation rate | 100.0% | 66.6%+33.4pp | 72.7%+27.3pp | 68.1%+31.9pp |
| Annual return | 26.37% | 19.84%+6.5pp | 543.72%-517.3pp | 53.51%-27.1pp |
| Employer contribution / active EE | $10,297 | $1,904+440.9% | $2,532+306.6% | $2,552+303.5% |
| Participant deferral / active EE | $11,764 | $2,846+313.3% | $3,843+206.1% | $4,126+185.1% |
| Admin fee / account holder | $23,711 | $3,873+512.1% | $5,196+356.3% | $7,339+223.1% |