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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 | $102,509 | $51,638+98.5% | $68,368+49.9% | $82,448+24.3% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 16.30% | 37.53%-21.2pp | 292.57%-276.3pp | 41.64%-25.3pp |
| Employer contribution / active EE | $8,963 | $2,047+338.0% | $2,649+238.4% | $2,551+251.4% |
| Participant deferral / active EE | $7,468 | $2,914+156.3% | $4,123+81.1% | $4,139+80.4% |
| Admin fee / account holder | $7,245 | $4,643+56.0% | $5,150+40.7% | $7,234+0.1% |