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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 | $101,044 | $55,457+82.2% | $77,361+30.6% | $94,015+7.5% |
| Participation rate | 100.0% | 69.8%+30.2pp | 75.0%+25.0pp | 70.8%+29.2pp |
| Annual return | 15.38% | 15.57%-0.2pp | 1011.54%-996.2pp | 17.84%-2.5pp |
| Employer contribution / active EE | $7,181 | $2,255+218.5% | $2,990+140.2% | $2,790+157.4% |
| Participant deferral / active EE | $11,198 | $3,069+264.8% | $3,911+186.3% | $4,249+163.5% |
| Admin fee / account holder | $2,653 | $4,334-38.8% | $5,894-55.0% | $8,951-70.4% |