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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 | $115,928 | $61,125+89.7% | $94,057+23.3% | $87,485+32.5% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.3%+26.7pp | 68.9%+31.1pp |
| Annual return | 23.33% | 35.20%-11.9pp | 480.62%-457.3pp | 26.06%-2.7pp |
| Employer contribution / active EE | $8,663 | $2,136+305.5% | $2,933+195.3% | $2,596+233.7% |
| Participant deferral / active EE | $5,547 | $3,260+70.1% | $4,709+17.8% | $4,274+29.8% |
| Admin fee / account holder | $5,599 | $5,629-0.5% | $7,244-22.7% | $7,775-28.0% |