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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 | $123,720 | $58,828+110.3% | $78,002+58.6% | $62,881+96.8% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 5.20% | 17.16%-12.0pp | 425.99%-420.8pp | 20.14%-14.9pp |
| Employer contribution / active EE | $2,956 | $1,672+76.8% | $2,470+19.7% | $2,281+29.6% |
| Participant deferral / active EE | $3,280 | $2,686+22.2% | $3,497-6.2% | $3,203+2.4% |
| Admin fee / account holder | $19,314 | $4,393+339.6% | $5,481+252.4% | $4,296+349.6% |