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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 | $118,196 | $57,352+106.1% | $83,831+41.0% | $64,173+84.2% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 4.98% | 11.38%-6.4pp | 850.99%-846.0pp | 7.63%-2.7pp |
| Employer contribution / active EE | $10,027 | $2,546+293.9% | $3,631+176.1% | $2,381+321.2% |
| Participant deferral / active EE | $5,557 | $2,993+85.7% | $4,082+36.1% | $3,470+60.2% |
| Admin fee / account holder | $3,009 | $4,046-25.6% | $5,479-45.1% | $4,887-38.4% |