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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 | $48,284+121.0% | $67,524+58.0% | $80,911+31.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 14.04% | 18.27%-4.2pp | 3519.41%-3505.4pp | 35.63%-21.6pp |
| Employer contribution / active EE | $2,389 | $2,021+18.2% | $2,734-12.6% | $2,756-13.3% |
| Participant deferral / active EE | $2,389 | $2,927-18.4% | $4,001-40.3% | $4,297-44.4% |
| Admin fee / account holder | $10,858 | $3,688+194.4% | $4,001+171.4% | $6,935+56.6% |