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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 | $78,483+20.0% | $106,201-11.3% | $74,546+26.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 75.3%+24.7pp | 67.2%+32.8pp |
| Annual return | 20.70% | 15.94%+4.8pp | 116.26%-95.6pp | 1366.03%-1345.3pp |
| Employer contribution / active EE | $6,273 | $2,522+148.8% | $3,170+97.9% | $2,624+139.0% |
| Participant deferral / active EE | $12,876 | $4,320+198.0% | $5,012+156.9% | $4,347+196.2% |
| Admin fee / account holder | $4,096 | $2,236+83.2% | $11,039-62.9% | $1,944+110.7% |