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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 | $90,131 | $47,479+89.8% | $62,929+43.2% | $82,448+9.3% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 11.72% | 20.34%-8.6pp | 1063.93%-1052.2pp | 41.64%-29.9pp |
| Employer contribution / active EE | $3,463 | $1,885+83.7% | $2,505+38.3% | $2,551+35.7% |
| Participant deferral / active EE | $4,011 | $2,870+39.7% | $3,888+3.2% | $4,139-3.1% |
| Admin fee / account holder | $8,310 | $3,804+118.5% | $5,065+64.1% | $7,234+14.9% |