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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 | $103,997 | $53,128+95.7% | $86,582+20.1% | $70,126+48.3% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 17.22% | 27.66%-10.4pp | 965.08%-947.9pp | 73.15%-55.9pp |
| Employer contribution / active EE | $5,957 | $2,068+188.1% | $2,839+109.8% | $2,343+154.3% |
| Participant deferral / active EE | $4,744 | $2,695+76.0% | $3,609+31.5% | $3,332+42.4% |
| Admin fee / account holder | $13,810 | $3,584+285.3% | $4,904+181.6% | $4,645+197.3% |