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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 | $113,335 | $49,976+126.8% | $66,674+70.0% | $82,637+37.1% |
| Participation rate | 100.0% | 63.1%+36.9pp | 73.7%+26.3pp | 68.1%+31.9pp |
| Annual return | 14.19% | 39.09%-24.9pp | 321.24%-307.0pp | 53.51%-39.3pp |
| Employer contribution / active EE | $4,446 | $1,988+123.6% | $2,620+69.7% | $2,552+74.2% |
| Participant deferral / active EE | $5,252 | $2,847+84.5% | $4,084+28.6% | $4,126+27.3% |
| Admin fee / account holder | $15,343 | $4,594+234.0% | $5,098+201.0% | $7,339+109.1% |