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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 | $93,878 | $72,071+30.3% | $68,368+37.3% | $137,256-31.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 13.43% | 353.14%-339.7pp | 292.57%-279.1pp | 220.34%-206.9pp |
| Employer contribution / active EE | $3,433 | $2,788+23.1% | $2,649+29.6% | $4,156-17.4% |
| Participant deferral / active EE | $10,023 | $4,410+127.3% | $4,123+143.1% | $6,407+56.4% |
| Admin fee / account holder | $20,968 | $5,336+293.0% | $5,150+307.2% | $12,270+70.9% |