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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 | $58,311+114.1% | $81,882+52.5% | $80,959+54.2% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 13.05% | 41.85%-28.8pp | 779.47%-766.4pp | 35.67%-22.6pp |
| Employer contribution / active EE | $9,171 | $2,347+290.8% | $2,916+214.5% | $2,757+232.6% |
| Participant deferral / active EE | $6,660 | $3,287+102.6% | $4,323+54.1% | $4,300+54.9% |
| Admin fee / account holder | $30,312 | $4,752+537.9% | $7,360+311.9% | $6,925+337.7% |