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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 | $98,661 | $58,828+67.7% | $78,002+26.5% | $62,881+56.9% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 6.92% | 17.16%-10.2pp | 425.99%-419.1pp | 20.14%-13.2pp |
| Employer contribution / active EE | $2,577 | $1,672+54.1% | $2,470+4.3% | $2,281+13.0% |
| Participant deferral / active EE | $10,288 | $2,686+283.1% | $3,497+194.2% | $3,203+221.2% |
| Admin fee / account holder | $52,558 | $4,393+1096.3% | $5,481+858.9% | $4,296+1123.5% |