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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 | $90,693 | $51,638+75.6% | $68,368+32.7% | $82,448+10.0% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 14.94% | 37.53%-22.6pp | 292.57%-277.6pp | 41.64%-26.7pp |
| Employer contribution / active EE | $3,705 | $2,047+81.1% | $2,649+39.9% | $2,551+45.3% |
| Participant deferral / active EE | $4,200 | $2,914+44.2% | $4,123+1.9% | $4,139+1.5% |
| Admin fee / account holder | $2,040 | $4,643-56.1% | $5,150-60.4% | $7,234-71.8% |