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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 | $132,505 | $58,311+127.2% | $81,882+61.8% | $80,959+63.7% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 12.02% | 41.85%-29.8pp | 779.47%-767.5pp | 35.67%-23.6pp |
| Employer contribution / active EE | $5,939 | $2,347+153.1% | $2,916+103.7% | $2,757+115.4% |
| Participant deferral / active EE | $7,053 | $3,287+114.6% | $4,323+63.2% | $4,300+64.0% |
| Admin fee / account holder | $7,779 | $4,752+63.7% | $7,360+5.7% | $6,925+12.3% |