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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 | $77,160 | $58,234+32.5% | $81,783-5.7% | $80,874-4.6% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 13.26% | 41.70%-28.4pp | 775.05%-761.8pp | 35.62%-22.4pp |
| Employer contribution / active EE | $5,523 | $2,341+135.9% | $2,913+89.6% | $2,756+100.4% |
| Participant deferral / active EE | $4,932 | $3,283+50.2% | $4,320+14.2% | $4,297+14.8% |
| Admin fee / account holder | $8,291 | $4,982+66.4% | $7,380+12.3% | $6,935+19.5% |