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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 | $104,411 | $49,897+109.3% | $80,648+29.5% | $75,177+38.9% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 31.53% | 34.68%-3.1pp | 937.21%-905.7pp | 160.75%-129.2pp |
| Employer contribution / active EE | $2,925 | $1,699+72.2% | $2,724+7.4% | $2,671+9.5% |
| Participant deferral / active EE | $4,516 | $2,992+51.0% | $4,443+1.6% | $4,126+9.5% |
| Admin fee / account holder | $3,963 | $3,579+10.7% | $5,382-26.4% | $5,651-29.9% |