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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 | $79,352 | $52,353+51.6% | $120,225-34.0% | $82,448-3.8% |
| Participation rate | 100.0% | 58.3%+41.7pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 14.54% | 61.85%-47.3pp | 439.23%-424.7pp | 41.64%-27.1pp |
| Employer contribution / active EE | $3,849 | $1,510+154.9% | $3,475+10.7% | $2,551+50.9% |
| Participant deferral / active EE | $5,700 | $2,627+117.0% | $3,999+42.5% | $4,139+37.7% |
| Admin fee / account holder | $5,158 | $4,363+18.2% | $5,696-9.5% | $7,234-28.7% |