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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 | $110,506 | $53,127+108.0% | $86,587+27.6% | $70,131+57.6% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 22.06% | 27.66%-5.6pp | 964.86%-942.8pp | 73.14%-51.1pp |
| Employer contribution / active EE | $3,651 | $2,068+76.5% | $2,839+28.6% | $2,342+55.8% |
| Participant deferral / active EE | $4,732 | $2,696+75.5% | $3,609+31.1% | $3,332+42.0% |
| Admin fee / account holder | $9,467 | $3,585+164.0% | $4,906+93.0% | $4,645+103.8% |