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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 | $47,479+112.8% | $62,929+60.6% | $82,448+22.6% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 15.38% | 20.34%-5.0pp | 1063.93%-1048.5pp | 41.64%-26.3pp |
| Employer contribution / active EE | $7,181 | $1,885+280.9% | $2,505+186.7% | $2,551+181.5% |
| Participant deferral / active EE | $11,198 | $2,870+290.1% | $3,888+188.0% | $4,139+170.5% |
| Admin fee / account holder | $2,653 | $3,804-30.2% | $5,065-47.6% | $7,234-63.3% |