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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 | $101,896 | $51,638+97.3% | $68,368+49.0% | $82,448+23.6% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 13.82% | 37.53%-23.7pp | 292.57%-278.8pp | 41.64%-27.8pp |
| Employer contribution / active EE | $8,122 | $2,047+296.9% | $2,649+206.6% | $2,551+218.4% |
| Participant deferral / active EE | $8,302 | $2,914+185.0% | $4,123+101.4% | $4,139+100.6% |
| Admin fee / account holder | $17,417 | $4,643+275.1% | $5,150+238.2% | $7,234+140.8% |