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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 | $138,590 | $58,234+138.0% | $81,783+69.5% | $80,874+71.4% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 15.51% | 41.70%-26.2pp | 775.05%-759.5pp | 35.62%-20.1pp |
| Employer contribution / active EE | $3,450 | $2,341+47.3% | $2,913+18.4% | $2,756+25.2% |
| Participant deferral / active EE | $6,306 | $3,283+92.1% | $4,320+46.0% | $4,297+46.7% |
| Admin fee / account holder | $4,648 | $4,982-6.7% | $7,380-37.0% | $6,935-33.0% |