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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 | $93,184 | $72,071+29.3% | $68,368+36.3% | $137,256-32.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 17.05% | 353.14%-336.1pp | 292.57%-275.5pp | 220.34%-203.3pp |
| Employer contribution / active EE | $6,301 | $2,788+126.0% | $2,649+137.9% | $4,156+51.6% |
| Participant deferral / active EE | $3,223 | $4,410-26.9% | $4,123-21.8% | $6,407-49.7% |
| Admin fee / account holder | $408 | $5,336-92.4% | $5,150-92.1% | $12,270-96.7% |