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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 | $50,554+99.9% | $67,681+49.3% | $87,485+15.5% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 15.38% | 17.81%-2.4pp | 590.58%-575.2pp | 26.06%-10.7pp |
| Employer contribution / active EE | $7,181 | $1,988+261.1% | $2,678+168.1% | $2,596+176.6% |
| Participant deferral / active EE | $11,198 | $2,961+278.1% | $3,976+181.7% | $4,274+162.0% |
| Admin fee / account holder | $2,653 | $4,132-35.8% | $6,100-56.5% | $7,775-65.9% |