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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 | $86,621 | $85,171+1.7% | $172,753-49.9% | $72,976+18.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 34.27% | 27.32%+7.0pp | 803.00%-768.7pp | 81.02%-46.7pp |
| Employer contribution / active EE | $5,487 | $3,324+65.1% | $5,144+6.7% | $2,440+124.9% |
| Participant deferral / active EE | $2,399 | $3,260-26.4% | $5,198-53.8% | $3,608-33.5% |
| Admin fee / account holder | $14,941 | $5,880+154.1% | $13,956+7.1% | $5,124+191.6% |