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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 | $87,740 | $48,314+81.6% | $67,561+29.9% | $80,925+8.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 14.60% | 18.28%-3.7pp | 3525.44%-3510.8pp | 35.65%-21.1pp |
| Employer contribution / active EE | $2,482 | $2,022+22.7% | $2,735-9.3% | $2,756-10.0% |
| Participant deferral / active EE | $6,302 | $2,927+115.3% | $4,003+57.4% | $4,299+46.6% |
| Admin fee / account holder | $4,068 | $3,690+10.3% | $4,006+1.6% | $6,940-41.4% |