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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 | $97,551 | $63,346+54.0% | $92,240+5.8% | $70,126+39.1% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 18.06% | 530.19%-512.1pp | 176.29%-158.2pp | 73.15%-55.1pp |
| Employer contribution / active EE | $6,691 | $2,471+170.7% | $3,680+81.8% | $2,343+185.6% |
| Participant deferral / active EE | $6,658 | $2,854+133.3% | $3,897+70.9% | $3,332+99.8% |
| Admin fee / account holder | $2,086 | $3,841-45.7% | $5,194-59.8% | $4,645-55.1% |