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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 | $107,201 | $51,184+109.4% | $66,439+61.4% | $86,983+23.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.5%+25.5pp | 69.5%+30.5pp |
| Annual return | 13.58% | 17.07%-3.5pp | 757.66%-744.1pp | 25.83%-12.3pp |
| Employer contribution / active EE | $3,321 | $2,023+64.2% | $2,637+25.9% | $2,584+28.5% |
| Participant deferral / active EE | $4,283 | $2,927+46.3% | $3,876+10.5% | $4,194+2.1% |
| Admin fee / account holder | $3,549 | $4,154-14.6% | $6,173-42.5% | $7,856-54.8% |