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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 | $133,453 | $58,258+129.1% | $81,820+63.1% | $80,925+64.9% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 40.76% | 41.76%-1.0pp | 777.93%-737.2pp | 35.65%+5.1pp |
| Employer contribution / active EE | $5,300 | $2,345+126.0% | $2,915+81.8% | $2,756+92.3% |
| Participant deferral / active EE | $7,177 | $3,284+118.6% | $4,323+66.0% | $4,299+67.0% |
| Admin fee / account holder | $18,190 | $4,976+265.5% | $7,391+146.1% | $6,940+162.1% |