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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 | $144,909 | $48,314+199.9% | $67,561+114.5% | $80,925+79.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 18.45% | 18.28%+0.2pp | 3525.44%-3507.0pp | 35.65%-17.2pp |
| Employer contribution / active EE | $11,835 | $2,022+485.4% | $2,735+332.8% | $2,756+329.4% |
| Participant deferral / active EE | $5,911 | $2,927+102.0% | $4,003+47.7% | $4,299+37.5% |
| Admin fee / account holder | $11,554 | $3,690+213.2% | $4,006+188.4% | $6,940+66.5% |