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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 | $74,095 | $69,977+5.9% | $108,582-31.8% | $62,881+17.8% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 97.77% | 10.73%+87.0pp | -51.70%+149.5pp | 20.14%+77.6pp |
| Employer contribution / active EE | $5,108 | $2,135+139.2% | $3,758+35.9% | $2,281+123.9% |
| Participant deferral / active EE | $6,987 | $3,165+120.8% | $4,311+62.1% | $3,203+118.1% |
| Admin fee / account holder | $1,950 | $5,076-61.6% | $7,645-74.5% | $4,296-54.6% |