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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 | $84,827 | $58,275+45.6% | $81,844+3.6% | $80,935+4.8% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 21.29% | 41.82%-20.5pp | 778.87%-757.6pp | 35.66%-14.4pp |
| Employer contribution / active EE | $6,936 | $2,346+195.7% | $2,916+137.8% | $2,757+151.6% |
| Participant deferral / active EE | $5,174 | $3,285+57.5% | $4,323+19.7% | $4,299+20.3% |
| Admin fee / account holder | $3,426 | $4,749-27.8% | $7,355-53.4% | $6,924-50.5% |