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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 | $151,240 | $48,314+213.0% | $67,561+123.9% | $80,925+86.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 11.94% | 18.28%-6.3pp | 3525.44%-3513.5pp | 35.65%-23.7pp |
| Employer contribution / active EE | $7,550 | $2,022+273.5% | $2,735+176.1% | $2,756+173.9% |
| Participant deferral / active EE | $6,556 | $2,927+124.0% | $4,003+63.8% | $4,299+52.5% |
| Admin fee / account holder | $6,426 | $3,690+74.2% | $4,006+60.4% | $6,940-7.4% |