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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 | $89,384 | $51,638+73.1% | $68,368+30.7% | $82,448+8.4% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 19.08% | 37.53%-18.5pp | 292.57%-273.5pp | 41.64%-22.6pp |
| Employer contribution / active EE | $5,868 | $2,047+186.8% | $2,649+121.5% | $2,551+130.1% |
| Participant deferral / active EE | $10,447 | $2,914+258.6% | $4,123+153.4% | $4,139+152.4% |
| Admin fee / account holder | $1,166 | $4,643-74.9% | $5,150-77.4% | $7,234-83.9% |