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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 | $83,571 | $63,346+31.9% | $92,240-9.4% | $70,126+19.2% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 15.21% | 530.19%-515.0pp | 176.29%-161.1pp | 73.15%-57.9pp |
| Employer contribution / active EE | $9,229 | $2,471+273.5% | $3,680+150.8% | $2,343+294.0% |
| Participant deferral / active EE | $8,327 | $2,854+191.8% | $3,897+113.7% | $3,332+149.9% |
| Admin fee / account holder | $584 | $3,841-84.8% | $5,194-88.8% | $4,645-87.4% |