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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 | $113,734 | $96,361+18.0% | $80,607+41.1% | $139,456-18.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 14.84% | 1350.95%-1336.1pp | 936.11%-921.3pp | 373.45%-358.6pp |
| Employer contribution / active EE | $10,883 | $3,262+233.6% | $2,724+299.5% | $4,753+129.0% |
| Participant deferral / active EE | $5,772 | $5,232+10.3% | $4,448+29.8% | $6,711-14.0% |
| Admin fee / account holder | $4,493 | $6,601-31.9% | $5,379-16.5% | $11,407-60.6% |