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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 | $98,898 | $48,011+106.0% | $63,803+55.0% | $82,637+19.7% |
| Participation rate | 100.0% | 66.6%+33.4pp | 72.7%+27.3pp | 68.1%+31.9pp |
| Annual return | 17.73% | 19.84%-2.1pp | 543.72%-526.0pp | 53.51%-35.8pp |
| Employer contribution / active EE | $10,600 | $1,904+456.8% | $2,532+318.6% | $2,552+315.3% |
| Participant deferral / active EE | $11,588 | $2,846+307.1% | $3,843+201.5% | $4,126+180.9% |
| Admin fee / account holder | $19,910 | $3,873+414.0% | $5,196+283.1% | $7,339+171.3% |