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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 | $72,398 | $67,823+6.7% | $52,425+38.1% | $137,256-47.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 22.18% | 219.11%-196.9pp | 302.12%-279.9pp | 220.34%-198.2pp |
| Employer contribution / active EE | $5,714 | $1,163+391.4% | $914+525.1% | $4,156+37.5% |
| Participant deferral / active EE | $7,901 | $2,288+245.3% | $1,790+341.3% | $6,407+23.3% |
| Admin fee / account holder | $547 | $2,844-80.8% | $2,495-78.1% | $12,270-95.5% |