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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 | $124,860 | $58,234+114.4% | $81,783+52.7% | $80,874+54.4% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 13.05% | 41.70%-28.7pp | 775.05%-762.0pp | 35.62%-22.6pp |
| Employer contribution / active EE | $9,171 | $2,341+291.7% | $2,913+214.9% | $2,756+232.8% |
| Participant deferral / active EE | $6,660 | $3,283+102.9% | $4,320+54.2% | $4,297+55.0% |
| Admin fee / account holder | $30,312 | $4,982+508.5% | $7,380+310.7% | $6,935+337.1% |