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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 | $159,663 | $53,128+200.5% | $86,582+84.4% | $70,126+127.7% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 15.05% | 27.66%-12.6pp | 965.08%-950.0pp | 73.15%-58.1pp |
| Employer contribution / active EE | $4,052 | $2,068+95.9% | $2,839+42.7% | $2,343+73.0% |
| Participant deferral / active EE | $6,781 | $2,695+151.6% | $3,609+87.9% | $3,332+103.5% |
| Admin fee / account holder | $953 | $3,584-73.4% | $4,904-80.6% | $4,645-79.5% |