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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 | $108,731 | $47,479+129.0% | $62,929+72.8% | $82,448+31.9% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 18.39% | 20.34%-2.0pp | 1063.93%-1045.5pp | 41.64%-23.2pp |
| Employer contribution / active EE | $3,328 | $1,885+76.5% | $2,505+32.9% | $2,551+30.5% |
| Participant deferral / active EE | $9,690 | $2,870+237.6% | $3,888+149.2% | $4,139+134.1% |
| Admin fee / account holder | $2,568 | $3,804-32.5% | $5,065-49.3% | $7,234-64.5% |