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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 | $96,993 | $93,345+3.9% | $119,126-18.6% | $87,485+10.9% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 13.25% | 19.08%-5.8pp | 282.11%-268.9pp | 26.06%-12.8pp |
| Employer contribution / active EE | $5,597 | $3,172+76.5% | $4,034+38.7% | $2,596+115.6% |
| Participant deferral / active EE | $5,747 | $4,099+40.2% | $5,318+8.1% | $4,274+34.5% |
| Admin fee / account holder | $46,431 | $8,039+477.6% | $10,693+334.2% | $7,775+497.2% |