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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 | $88,094 | $58,311+51.1% | $81,882+7.6% | $80,959+8.8% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 14.23% | 41.85%-27.6pp | 779.47%-765.2pp | 35.67%-21.4pp |
| Employer contribution / active EE | $9,209 | $2,347+292.4% | $2,916+215.8% | $2,757+234.0% |
| Participant deferral / active EE | $8,449 | $3,287+157.1% | $4,323+95.4% | $4,300+96.5% |
| Admin fee / account holder | $1,218 | $4,752-74.4% | $7,360-83.5% | $6,925-82.4% |