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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 | $84,106 | $56,063+50.0% | $76,051+10.6% | $80,911+3.9% |
| Participation rate | 100.0% | 62.0%+38.0pp | 69.1%+30.9pp | 67.6%+32.4pp |
| Annual return | 25.82% | 20.54%+5.3pp | 360.42%-334.6pp | 35.63%-9.8pp |
| Employer contribution / active EE | $6,820 | $1,874+263.9% | $2,690+153.6% | $2,756+147.5% |
| Participant deferral / active EE | $4,560 | $3,052+49.4% | $4,257+7.1% | $4,297+6.1% |
| Admin fee / account holder | $3,868 | $5,240-26.2% | $6,416-39.7% | $6,935-44.2% |