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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 | $117,452 | $49,897+135.4% | $80,648+45.6% | $75,177+56.2% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 17.88% | 34.68%-16.8pp | 937.21%-919.3pp | 160.75%-142.9pp |
| Employer contribution / active EE | $8,387 | $1,699+393.7% | $2,724+208.0% | $2,671+214.0% |
| Participant deferral / active EE | $4,493 | $2,992+50.2% | $4,443+1.1% | $4,126+8.9% |
| Admin fee / account holder | $5,326 | $3,579+48.8% | $5,382-1.0% | $5,651-5.7% |