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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 | $75,351 | $51,631+45.9% | $129,397-41.8% | $80,925-6.9% |
| Participation rate | 100.0% | 56.9%+43.1pp | 69.6%+30.4pp | 67.7%+32.3pp |
| Annual return | 15.11% | 20.77%-5.7pp | 9453.98%-9438.9pp | 35.65%-20.5pp |
| Employer contribution / active EE | $9,812 | $1,583+519.8% | $4,154+136.2% | $2,756+256.0% |
| Participant deferral / active EE | $4,499 | $2,670+68.5% | $4,167+8.0% | $4,299+4.7% |
| Admin fee / account holder | $7,521 | $4,309+74.5% | $7,679-2.1% | $6,940+8.4% |