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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 | $74,705 | $47,479+57.3% | $62,929+18.7% | $82,448-9.4% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 17.50% | 20.34%-2.8pp | 1063.93%-1046.4pp | 41.64%-24.1pp |
| Employer contribution / active EE | $7,160 | $1,885+279.8% | $2,505+185.9% | $2,551+180.7% |
| Participant deferral / active EE | $5,666 | $2,870+97.4% | $3,888+45.7% | $4,139+36.9% |
| Admin fee / account holder | $15,928 | $3,804+318.7% | $5,065+214.5% | $7,234+120.2% |