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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 | $70,366+33.4% | $66,674+40.8% | $138,895-32.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 13.43% | 386.41%-373.0pp | 321.24%-307.8pp | 145.39%-132.0pp |
| Employer contribution / active EE | $3,433 | $2,765+24.2% | $2,620+31.0% | $4,194-18.1% |
| Participant deferral / active EE | $10,023 | $4,374+129.1% | $4,084+145.4% | $6,396+56.7% |
| Admin fee / account holder | $20,968 | $5,262+298.4% | $5,098+311.3% | $12,562+66.9% |