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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 | $76,929 | $98,766-22.1% | $149,730-48.6% | $79,852-3.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 13.50% | 27.43%-13.9pp | 276.70%-263.2pp | 31.72%-18.2pp |
| Employer contribution / active EE | $4,868 | $3,217+51.3% | $4,645+4.8% | $2,471+97.0% |
| Participant deferral / active EE | $12,671 | $5,681+123.0% | $6,843+85.2% | $3,740+238.8% |
| Admin fee / account holder | $14,837 | $6,052+145.1% | $9,310+59.4% | $5,306+179.6% |