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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 | $75,321 | $56,116+34.2% | $135,768-44.5% | $86,983-13.4% |
| Participation rate | 100.0% | 60.1%+39.9pp | 71.1%+28.9pp | 69.5%+30.5pp |
| Annual return | 19.17% | 125.33%-106.2pp | 526.10%-506.9pp | 25.83%-6.7pp |
| Employer contribution / active EE | $4,296 | $1,528+181.2% | $3,394+26.6% | $2,584+66.2% |
| Participant deferral / active EE | $8,180 | $2,690+204.1% | $3,977+105.7% | $4,194+95.1% |
| Admin fee / account holder | $6,588 | $4,314+52.7% | $7,048-6.5% | $7,856-16.1% |