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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 | $98,544 | $47,479+107.6% | $62,929+56.6% | $82,448+19.5% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 24.65% | 20.34%+4.3pp | 1063.93%-1039.3pp | 41.64%-17.0pp |
| Employer contribution / active EE | $3,803 | $1,885+101.7% | $2,505+51.9% | $2,551+49.1% |
| Participant deferral / active EE | $4,025 | $2,870+40.2% | $3,888+3.5% | $4,139-2.8% |
| Admin fee / account holder | $6,969 | $3,804+83.2% | $5,065+37.6% | $7,234-3.7% |