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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 | $85,057 | $56,063+51.7% | $76,051+11.8% | $80,911+5.1% |
| Participation rate | 100.0% | 62.0%+38.0pp | 69.1%+30.9pp | 67.6%+32.4pp |
| Annual return | 12.37% | 20.54%-8.2pp | 360.42%-348.0pp | 35.63%-23.3pp |
| Employer contribution / active EE | $7,655 | $1,874+308.4% | $2,690+184.6% | $2,756+177.8% |
| Participant deferral / active EE | $4,985 | $3,052+63.3% | $4,257+17.1% | $4,297+16.0% |
| Admin fee / account holder | $6,287 | $5,240+20.0% | $6,416-2.0% | $6,935-9.3% |