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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 | $106,680 | $65,434+63.0% | $98,483+8.3% | $85,847+24.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 31.53% | 21.75%+9.8pp | 1494.38%-1462.9pp | 318.61%-287.1pp |
| Employer contribution / active EE | $3,383 | $2,169+56.0% | $2,961+14.3% | $2,565+31.9% |
| Participant deferral / active EE | $5,310 | $3,168+67.6% | $4,276+24.2% | $3,952+34.4% |
| Admin fee / account holder | $20,044 | $4,595+336.2% | $5,953+236.7% | $6,261+220.2% |