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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 | $97,515 | $58,311+67.2% | $81,882+19.1% | $80,959+20.4% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 15.89% | 41.85%-26.0pp | 779.47%-763.6pp | 35.67%-19.8pp |
| Employer contribution / active EE | $11,921 | $2,347+408.0% | $2,916+308.8% | $2,757+332.4% |
| Participant deferral / active EE | $9,649 | $3,287+193.6% | $4,323+123.2% | $4,300+124.4% |
| Admin fee / account holder | $4,544 | $4,752-4.4% | $7,360-38.3% | $6,925-34.4% |