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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 | $219,193 | $48,337+353.5% | $67,560+224.4% | $80,959+170.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 17.07% | 18.26%-1.2pp | 3533.50%-3516.4pp | 35.67%-18.6pp |
| Employer contribution / active EE | $12,583 | $2,023+522.1% | $2,737+359.8% | $2,757+356.4% |
| Participant deferral / active EE | $14,314 | $2,928+388.8% | $4,004+257.5% | $4,300+232.9% |
| Admin fee / account holder | $4,920 | $3,695+33.1% | $3,994+23.2% | $6,925-29.0% |