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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 | $77,399 | $69,248+11.8% | $64,101+20.7% | $139,466-44.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 22.03% | 45.95%-23.9pp | 33.72%-11.7pp | 373.66%-351.6pp |
| Employer contribution / active EE | $5,818 | $3,185+82.7% | $2,749+111.7% | $4,754+22.4% |
| Participant deferral / active EE | $4,807 | $4,682+2.7% | $3,881+23.9% | $6,712-28.4% |
| Admin fee / account holder | $6,394 | $4,247+50.5% | $3,070+108.2% | $11,409-44.0% |