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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 | $99,314 | $48,011+106.9% | $63,803+55.7% | $82,637+20.2% |
| Participation rate | 100.0% | 66.6%+33.4pp | 72.7%+27.3pp | 68.1%+31.9pp |
| Annual return | 11.75% | 19.84%-8.1pp | 543.72%-532.0pp | 53.51%-41.8pp |
| Employer contribution / active EE | $4,766 | $1,904+150.4% | $2,532+88.2% | $2,552+86.8% |
| Participant deferral / active EE | $6,866 | $2,846+141.2% | $3,843+78.7% | $4,126+66.4% |
| Admin fee / account holder | $35,904 | $3,873+826.9% | $5,196+590.9% | $7,339+389.2% |