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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 | $75,914 | $49,976+51.9% | $66,674+13.9% | $82,637-8.1% |
| Participation rate | 100.0% | 63.1%+36.9pp | 73.7%+26.3pp | 68.1%+31.9pp |
| Annual return | 18.29% | 39.09%-20.8pp | 321.24%-303.0pp | 53.51%-35.2pp |
| Employer contribution / active EE | $4,897 | $1,988+146.3% | $2,620+86.9% | $2,552+91.9% |
| Participant deferral / active EE | $8,323 | $2,847+192.4% | $4,084+103.8% | $4,126+101.7% |
| Admin fee / account holder | $14,482 | $4,594+215.3% | $5,098+184.1% | $7,339+97.3% |