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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 | $95,005 | $51,184+85.6% | $66,439+43.0% | $86,983+9.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.5%+25.5pp | 69.5%+30.5pp |
| Annual return | 16.63% | 17.07%-0.4pp | 757.66%-741.0pp | 25.83%-9.2pp |
| Employer contribution / active EE | $6,749 | $2,023+233.7% | $2,637+156.0% | $2,584+161.2% |
| Participant deferral / active EE | $7,342 | $2,927+150.8% | $3,876+89.4% | $4,194+75.1% |
| Admin fee / account holder | $18,830 | $4,154+353.3% | $6,173+205.0% | $7,856+139.7% |