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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 | $88,737 | $48,284+83.8% | $67,524+31.4% | $80,911+9.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 13.47% | 18.27%-4.8pp | 3519.41%-3505.9pp | 35.63%-22.2pp |
| Employer contribution / active EE | $4,164 | $2,021+106.0% | $2,734+52.3% | $2,756+51.1% |
| Participant deferral / active EE | $11,913 | $2,927+307.1% | $4,001+197.7% | $4,297+177.2% |
| Admin fee / account holder | $3,332 | $3,688-9.6% | $4,001-16.7% | $6,935-51.9% |