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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 | $104,695 | $65,082+60.9% | $81,367+28.7% | $59,633+75.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 82.3%+17.7pp | 68.7%+31.3pp |
| Annual return | 14.19% | 1.16%+13.0pp | -0.92%+15.1pp | 2041.45%-2027.3pp |
| Employer contribution / active EE | $7,873 | $2,934+168.4% | $3,930+100.4% | $2,203+257.4% |
| Participant deferral / active EE | $0 | $4,083-100.0% | $5,383-100.0% | $3,192-100.0% |
| Admin fee / account holder | $9,457 | $7,582+24.7% | $8,926+6.0% | $4,297+120.1% |