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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 | $81,340 | $48,337+68.3% | $67,560+20.4% | $80,959+0.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 13.58% | 18.26%-4.7pp | 3533.50%-3519.9pp | 35.67%-22.1pp |
| Employer contribution / active EE | $3,055 | $2,023+51.0% | $2,737+11.6% | $2,757+10.8% |
| Participant deferral / active EE | $3,372 | $2,928+15.1% | $4,004-15.8% | $4,300-21.6% |
| Admin fee / account holder | $9,863 | $3,695+166.9% | $3,994+147.0% | $6,925+42.4% |