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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 | $112,006 | $68,398+63.8% | $94,664+18.3% | $75,173+49.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 16.86% | 616.72%-599.9pp | 156.84%-140.0pp | 160.72%-143.9pp |
| Employer contribution / active EE | $5,624 | $2,701+108.2% | $3,673+53.1% | $2,671+110.6% |
| Participant deferral / active EE | $7,267 | $6,537+11.2% | $7,417-2.0% | $4,126+76.1% |
| Admin fee / account holder | $1,539 | $5,324-71.1% | $7,222-78.7% | $5,651-72.8% |