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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 | $91,172 | $58,275+56.5% | $81,844+11.4% | $80,935+12.6% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 15.25% | 41.82%-26.6pp | 778.87%-763.6pp | 35.66%-20.4pp |
| Employer contribution / active EE | $4,797 | $2,346+104.5% | $2,916+64.5% | $2,757+74.0% |
| Participant deferral / active EE | $12,348 | $3,285+275.9% | $4,323+185.6% | $4,299+187.2% |
| Admin fee / account holder | $3,496 | $4,749-26.4% | $7,355-52.5% | $6,924-49.5% |