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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 | $120,117 | $49,976+140.3% | $66,674+80.2% | $82,637+45.4% |
| Participation rate | 100.0% | 63.1%+36.9pp | 73.7%+26.3pp | 68.1%+31.9pp |
| Annual return | 17.98% | 39.09%-21.1pp | 321.24%-303.3pp | 53.51%-35.5pp |
| Employer contribution / active EE | $11,841 | $1,988+495.6% | $2,620+351.9% | $2,552+364.0% |
| Participant deferral / active EE | $8,502 | $2,847+198.7% | $4,084+108.2% | $4,126+106.1% |
| Admin fee / account holder | $7,270 | $4,594+58.3% | $5,098+42.6% | $7,339-0.9% |