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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 | $48,277+155.0% | $67,511+82.3% | $80,874+52.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 18.33% | 18.27%+0.1pp | 3517.41%-3499.1pp | 35.62%-17.3pp |
| Employer contribution / active EE | $7,822 | $2,021+287.0% | $2,733+186.3% | $2,756+183.9% |
| Participant deferral / active EE | $12,324 | $2,926+321.2% | $4,000+208.1% | $4,297+186.8% |
| Admin fee / account holder | $6,816 | $3,687+84.9% | $3,999+70.5% | $6,935-1.7% |