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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 | $113,000 | $58,311+93.8% | $81,882+38.0% | $80,959+39.6% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 13.77% | 41.85%-28.1pp | 779.47%-765.7pp | 35.67%-21.9pp |
| Employer contribution / active EE | $8,089 | $2,347+244.7% | $2,916+177.4% | $2,757+193.4% |
| Participant deferral / active EE | $8,715 | $3,287+165.1% | $4,323+101.6% | $4,300+102.6% |
| Admin fee / account holder | $1,510 | $4,752-68.2% | $7,360-79.5% | $6,925-78.2% |