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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 | $114,470 | $58,234+96.6% | $81,783+40.0% | $80,874+41.5% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 12.35% | 41.70%-29.4pp | 775.05%-762.7pp | 35.62%-23.3pp |
| Employer contribution / active EE | $9,199 | $2,341+292.9% | $2,913+215.8% | $2,756+233.8% |
| Participant deferral / active EE | $8,249 | $3,283+151.3% | $4,320+90.9% | $4,297+92.0% |
| Admin fee / account holder | $7,115 | $4,982+42.8% | $7,380-3.6% | $6,935+2.6% |