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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 | $123,087 | $48,314+154.8% | $67,561+82.2% | $80,925+52.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 18.33% | 18.28%+0.1pp | 3525.44%-3507.1pp | 35.65%-17.3pp |
| Employer contribution / active EE | $7,822 | $2,022+286.9% | $2,735+186.0% | $2,756+183.8% |
| Participant deferral / active EE | $12,324 | $2,927+321.1% | $4,003+207.9% | $4,299+186.7% |
| Admin fee / account holder | $6,816 | $3,690+84.7% | $4,006+70.2% | $6,940-1.8% |