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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 | $106,707 | $48,327+120.8% | $67,575+57.9% | $80,935+31.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 14.04% | 18.31%-4.3pp | 3528.98%-3514.9pp | 35.66%-21.6pp |
| Employer contribution / active EE | $2,389 | $2,022+18.1% | $2,736-12.7% | $2,757-13.3% |
| Participant deferral / active EE | $2,389 | $2,927-18.4% | $4,003-40.3% | $4,299-44.4% |
| Admin fee / account holder | $10,858 | $3,692+194.1% | $3,993+171.9% | $6,924+56.8% |