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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 | $123,986 | $70,418+76.1% | $96,570+28.4% | $85,847+44.4% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 43.44% | 18.59%+24.9pp | 37.79%+5.7pp | 318.61%-275.2pp |
| Employer contribution / active EE | $8,339 | $1,413+490.0% | $2,357+253.8% | $2,565+225.0% |
| Participant deferral / active EE | $3,679 | $2,894+27.1% | $3,849-4.4% | $3,952-6.9% |
| Admin fee / account holder | $9,653 | $4,995+93.3% | $6,182+56.1% | $6,261+54.2% |