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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 | $123,285 | $52,911+133.0% | $73,309+68.2% | $59,633+106.7% |
| Participation rate | 100.0% | 68.2%+31.8pp | 74.9%+25.1pp | 68.7%+31.3pp |
| Annual return | 1.35% | 12.20%-10.8pp | 5.67%-4.3pp | 2041.45%-2040.1pp |
| Employer contribution / active EE | $6,925 | $1,909+262.8% | $3,237+113.9% | $2,203+214.4% |
| Participant deferral / active EE | $10,227 | $4,069+151.3% | $4,991+104.9% | $3,192+220.4% |
| Admin fee / account holder | $13,618 | $3,835+255.1% | $5,635+141.7% | $4,297+216.9% |