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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 | $87,394 | $65,434+33.6% | $98,483-11.3% | $85,847+1.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 15.80% | 21.75%-6.0pp | 1494.38%-1478.6pp | 318.61%-302.8pp |
| Employer contribution / active EE | $6,245 | $2,169+187.9% | $2,961+110.9% | $2,565+143.4% |
| Participant deferral / active EE | $4,433 | $3,168+40.0% | $4,276+3.7% | $3,952+12.2% |
| Admin fee / account holder | $1,544 | $4,595-66.4% | $5,953-74.1% | $6,261-75.3% |