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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 | $89,929 | $58,311+54.2% | $81,882+9.8% | $80,959+11.1% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 13.48% | 41.85%-28.4pp | 779.47%-766.0pp | 35.67%-22.2pp |
| Employer contribution / active EE | $3,990 | $2,347+70.0% | $2,916+36.8% | $2,757+44.7% |
| Participant deferral / active EE | $5,736 | $3,287+74.5% | $4,323+32.7% | $4,300+33.4% |
| Admin fee / account holder | $27,268 | $4,752+473.8% | $7,360+270.5% | $6,925+293.7% |