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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 | $49,976+110.1% | $66,674+57.5% | $82,637+27.1% |
| Participation rate | 100.0% | 63.1%+36.9pp | 73.7%+26.3pp | 68.1%+31.9pp |
| Annual return | 16.84% | 39.09%-22.3pp | 321.24%-304.4pp | 53.51%-36.7pp |
| Employer contribution / active EE | $4,410 | $1,988+121.8% | $2,620+68.3% | $2,552+72.8% |
| Participant deferral / active EE | $7,426 | $2,847+160.9% | $4,084+81.8% | $4,126+80.0% |
| Admin fee / account holder | $8,129 | $4,594+77.0% | $5,098+59.5% | $7,339+10.8% |