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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 | $106,594 | $78,707+35.4% | $117,861-9.6% | $70,126+52.0% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 14.23% | 23.30%-9.1pp | 335.11%-320.9pp | 73.15%-58.9pp |
| Employer contribution / active EE | $7,903 | $2,223+255.4% | $3,786+108.7% | $2,343+237.4% |
| Participant deferral / active EE | $4,536 | $3,297+37.6% | $4,482+1.2% | $3,332+36.1% |
| Admin fee / account holder | $30,204 | $5,066+496.3% | $8,021+276.6% | $4,645+550.2% |