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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 | $51,638+124.5% | $68,368+69.6% | $82,448+40.6% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 23.33% | 37.53%-14.2pp | 292.57%-269.2pp | 41.64%-18.3pp |
| Employer contribution / active EE | $8,663 | $2,047+323.3% | $2,649+227.0% | $2,551+239.6% |
| Participant deferral / active EE | $5,547 | $2,914+90.4% | $4,123+34.5% | $4,139+34.0% |
| Admin fee / account holder | $5,599 | $4,643+20.6% | $5,150+8.7% | $7,234-22.6% |