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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 | $103,615 | $58,275+77.8% | $81,844+26.6% | $80,935+28.0% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 13.39% | 41.82%-28.4pp | 778.87%-765.5pp | 35.66%-22.3pp |
| Employer contribution / active EE | $5,399 | $2,346+130.1% | $2,916+85.1% | $2,757+95.8% |
| Participant deferral / active EE | $6,968 | $3,285+112.1% | $4,323+61.2% | $4,299+62.1% |
| Admin fee / account holder | $4,852 | $4,749+2.2% | $7,355-34.0% | $6,924-29.9% |