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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 | $94,175 | $78,607+19.8% | $105,624-10.8% | $74,478+26.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 75.3%+24.7pp | 67.2%+32.8pp |
| Annual return | 20.70% | 15.96%+4.7pp | 116.20%-95.5pp | 1370.56%-1349.9pp |
| Employer contribution / active EE | $6,273 | $2,523+148.6% | $3,168+98.0% | $2,626+138.9% |
| Participant deferral / active EE | $12,876 | $4,325+197.7% | $5,013+156.9% | $4,350+196.0% |
| Admin fee / account holder | $4,096 | $2,220+84.5% | $10,961-62.6% | $1,946+110.5% |