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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 | $105,011 | $51,638+103.4% | $68,368+53.6% | $82,448+27.4% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 16.84% | 37.53%-20.7pp | 292.57%-275.7pp | 41.64%-24.8pp |
| Employer contribution / active EE | $4,410 | $2,047+115.5% | $2,649+66.5% | $2,551+72.9% |
| Participant deferral / active EE | $7,426 | $2,914+154.9% | $4,123+80.1% | $4,139+79.4% |
| Admin fee / account holder | $8,129 | $4,643+75.1% | $5,150+57.9% | $7,234+12.4% |