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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 | $150,747 | $48,327+211.9% | $67,575+123.1% | $80,935+86.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 13.13% | 18.31%-5.2pp | 3528.98%-3515.8pp | 35.66%-22.5pp |
| Employer contribution / active EE | $9,692 | $2,022+379.3% | $2,736+254.3% | $2,757+251.6% |
| Participant deferral / active EE | $4,699 | $2,927+60.5% | $4,003+17.4% | $4,299+9.3% |
| Admin fee / account holder | $2,949 | $3,692-20.1% | $3,993-26.1% | $6,924-57.4% |