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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 | $83,543 | $63,342+31.9% | $92,236-9.4% | $70,131+19.1% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 20.55% | 530.15%-509.6pp | 176.29%-155.7pp | 73.14%-52.6pp |
| Employer contribution / active EE | $9,292 | $2,471+276.0% | $3,679+152.6% | $2,342+296.7% |
| Participant deferral / active EE | $7,644 | $2,854+167.9% | $3,897+96.2% | $3,332+129.4% |
| Admin fee / account holder | $22,919 | $3,840+496.8% | $5,194+341.3% | $4,645+393.4% |