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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 | $79,703 | $58,258+36.8% | $81,820-2.6% | $80,925-1.5% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 14.42% | 41.76%-27.3pp | 777.93%-763.5pp | 35.65%-21.2pp |
| Employer contribution / active EE | $4,596 | $2,345+95.9% | $2,915+57.7% | $2,756+66.7% |
| Participant deferral / active EE | $6,555 | $3,284+99.6% | $4,323+51.6% | $4,299+52.5% |
| Admin fee / account holder | $43,462 | $4,976+773.4% | $7,391+488.1% | $6,940+526.2% |