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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 | $66,106 | $48,337+36.8% | $67,560-2.2% | $80,959-18.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 11.58% | 18.26%-6.7pp | 3533.50%-3521.9pp | 35.67%-24.1pp |
| Employer contribution / active EE | $6,055 | $2,023+199.4% | $2,737+121.2% | $2,757+119.6% |
| Participant deferral / active EE | $4,395 | $2,928+50.1% | $4,004+9.8% | $4,300+2.2% |
| Admin fee / account holder | $4,328 | $3,695+17.1% | $3,994+8.4% | $6,925-37.5% |