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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 | $117,397 | $51,638+127.3% | $68,368+71.7% | $82,448+42.4% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 14.03% | 37.53%-23.5pp | 292.57%-278.5pp | 41.64%-27.6pp |
| Employer contribution / active EE | $5,010 | $2,047+144.8% | $2,649+89.1% | $2,551+96.4% |
| Participant deferral / active EE | $7,076 | $2,914+142.9% | $4,123+71.6% | $4,139+71.0% |
| Admin fee / account holder | $5,000 | $4,643+7.7% | $5,150-2.9% | $7,234-30.9% |