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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 | $56,431+40.6% | $130,788-39.3% | $87,485-9.3% |
| Participation rate | 100.0% | 58.9%+41.1pp | 70.1%+29.9pp | 68.9%+31.1pp |
| Annual return | 14.54% | 91.27%-76.7pp | 386.44%-371.9pp | 26.06%-11.5pp |
| Employer contribution / active EE | $3,849 | $1,549+148.5% | $3,558+8.2% | $2,596+48.2% |
| Participant deferral / active EE | $5,700 | $2,749+107.3% | $4,137+37.8% | $4,274+33.4% |
| Admin fee / account holder | $5,158 | $4,433+16.4% | $6,673-22.7% | $7,775-33.7% |