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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 | $49,976+134.9% | $66,674+76.1% | $82,637+42.1% |
| Participation rate | 100.0% | 63.1%+36.9pp | 73.7%+26.3pp | 68.1%+31.9pp |
| Annual return | 14.03% | 39.09%-25.1pp | 321.24%-307.2pp | 53.51%-39.5pp |
| Employer contribution / active EE | $5,010 | $1,988+152.0% | $2,620+91.2% | $2,552+96.3% |
| Participant deferral / active EE | $7,076 | $2,847+148.6% | $4,084+73.3% | $4,126+71.5% |
| Admin fee / account holder | $5,000 | $4,594+8.8% | $5,098-1.9% | $7,339-31.9% |