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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 | $94,299 | $58,234+61.9% | $81,783+15.3% | $80,874+16.6% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 12.89% | 41.70%-28.8pp | 775.05%-762.2pp | 35.62%-22.7pp |
| Employer contribution / active EE | $3,929 | $2,341+67.8% | $2,913+34.9% | $2,756+42.6% |
| Participant deferral / active EE | $6,418 | $3,283+95.5% | $4,320+48.6% | $4,297+49.4% |
| Admin fee / account holder | $14,946 | $4,982+200.0% | $7,380+102.5% | $6,935+115.5% |