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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 | $165,305 | $53,128+211.1% | $86,582+90.9% | $70,126+135.7% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 15.93% | 27.66%-11.7pp | 965.08%-949.2pp | 73.15%-57.2pp |
| Employer contribution / active EE | $4,461 | $2,068+115.7% | $2,839+57.1% | $2,343+90.5% |
| Participant deferral / active EE | $6,725 | $2,695+149.5% | $3,609+86.4% | $3,332+101.8% |
| Admin fee / account holder | $977 | $3,584-72.8% | $4,904-80.1% | $4,645-79.0% |