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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 | $65,070 | $48,053+35.4% | $84,637-23.1% | $72,976-10.8% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 18.36% | 37.39%-19.0pp | 258.82%-240.5pp | 81.02%-62.7pp |
| Employer contribution / active EE | $9,316 | $1,602+481.6% | $2,653+251.1% | $2,440+281.8% |
| Participant deferral / active EE | $4,368 | $2,681+62.9% | $3,900+12.0% | $3,608+21.1% |
| Admin fee / account holder | $6,404 | $3,395+88.6% | $4,914+30.3% | $5,124+25.0% |