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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 | $105,930 | $58,241+81.9% | $81,780+29.5% | $80,911+30.9% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 11.89% | 41.73%-29.8pp | 776.27%-764.4pp | 35.63%-23.7pp |
| Employer contribution / active EE | $3,215 | $2,343+37.2% | $2,914+10.3% | $2,756+16.6% |
| Participant deferral / active EE | $7,300 | $3,283+122.4% | $4,321+69.0% | $4,297+69.9% |
| Admin fee / account holder | $12,542 | $4,973+152.2% | $7,384+69.9% | $6,935+80.9% |