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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 | $48,337+212.9% | $67,560+123.9% | $80,959+86.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 11.94% | 18.26%-6.3pp | 3533.50%-3521.6pp | 35.67%-23.7pp |
| Employer contribution / active EE | $7,550 | $2,023+273.3% | $2,737+175.9% | $2,757+173.8% |
| Participant deferral / active EE | $6,556 | $2,928+123.9% | $4,004+63.7% | $4,300+52.5% |
| Admin fee / account holder | $6,426 | $3,695+73.9% | $3,994+60.9% | $6,925-7.2% |