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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 | $71,269 | $52,353+36.1% | $120,225-40.7% | $82,448-13.6% |
| Participation rate | 100.0% | 58.3%+41.7pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 24.65% | 61.85%-37.2pp | 439.23%-414.6pp | 41.64%-17.0pp |
| Employer contribution / active EE | $18,600 | $1,510+1131.7% | $3,475+435.2% | $2,551+629.1% |
| Participant deferral / active EE | $12,886 | $2,627+390.6% | $3,999+222.2% | $4,139+211.3% |
| Admin fee / account holder | $4,782 | $4,363+9.6% | $5,696-16.0% | $7,234-33.9% |