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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 | $89,562 | $69,252+29.3% | $64,099+39.7% | $139,456-35.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 19.72% | 45.89%-26.2pp | 33.70%-14.0pp | 373.45%-353.7pp |
| Employer contribution / active EE | $4,897 | $3,184+53.8% | $2,748+78.2% | $4,753+3.0% |
| Participant deferral / active EE | $1,450 | $4,683-69.0% | $3,881-62.6% | $6,711-78.4% |
| Admin fee / account holder | $4,530 | $4,248+6.7% | $3,070+47.6% | $11,407-60.3% |