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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 | $101,950 | $65,034+56.8% | $90,970+12.1% | $79,856+27.7% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 26.80% | 30.45%-3.7pp | 134.60%-107.8pp | 31.71%-4.9pp |
| Employer contribution / active EE | $12,952 | $1,247+938.3% | $2,122+510.4% | $2,471+424.1% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,741-100.0% |
| Admin fee / account holder | $2,600 | $4,536-42.7% | $5,961-56.4% | $5,306-51.0% |