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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 | $132,408 | $55,457+138.8% | $77,361+71.2% | $94,015+40.8% |
| Participation rate | 100.0% | 69.8%+30.2pp | 75.0%+25.0pp | 70.8%+29.2pp |
| Annual return | 10.52% | 15.57%-5.0pp | 1011.54%-1001.0pp | 17.84%-7.3pp |
| Employer contribution / active EE | $2,633 | $2,255+16.8% | $2,990-11.9% | $2,790-5.6% |
| Participant deferral / active EE | $4,310 | $3,069+40.4% | $3,911+10.2% | $4,249+1.4% |
| Admin fee / account holder | $7,228 | $4,334+66.8% | $5,894+22.6% | $8,951-19.3% |