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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 | $69,058 | $85,171-18.9% | $172,752-60.0% | $72,975-5.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 18.81% | 27.32%-8.5pp | 802.97%-784.2pp | 81.01%-62.2pp |
| Employer contribution / active EE | $9,880 | $3,324+197.2% | $5,144+92.1% | $2,440+304.9% |
| Participant deferral / active EE | $6,626 | $3,260+103.3% | $5,198+27.5% | $3,608+83.7% |
| Admin fee / account holder | $6,034 | $5,880+2.6% | $13,955-56.8% | $5,124+17.7% |