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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 | $91,361 | $65,423+39.6% | $98,477-7.2% | $85,856+6.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 13.06% | 21.76%-8.7pp | 1493.59%-1480.5pp | 318.58%-305.5pp |
| Employer contribution / active EE | $4,859 | $2,168+124.1% | $2,961+64.1% | $2,565+89.4% |
| Participant deferral / active EE | $5,002 | $3,167+57.9% | $4,276+17.0% | $3,952+26.6% |
| Admin fee / account holder | $619 | $4,594-86.5% | $5,951-89.6% | $6,261-90.1% |