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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 | $120,658 | $58,275+107.1% | $81,844+47.4% | $80,935+49.1% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 15.44% | 41.82%-26.4pp | 778.87%-763.4pp | 35.66%-20.2pp |
| Employer contribution / active EE | $5,934 | $2,346+152.9% | $2,916+103.5% | $2,757+115.2% |
| Participant deferral / active EE | $8,288 | $3,285+152.3% | $4,323+91.7% | $4,299+92.8% |
| Admin fee / account holder | $11,902 | $4,749+150.6% | $7,355+61.8% | $6,924+71.9% |