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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 | $155,495 | $63,346+145.5% | $92,240+68.6% | $70,126+121.7% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 14.52% | 530.19%-515.7pp | 176.29%-161.8pp | 73.15%-58.6pp |
| Employer contribution / active EE | $3,471 | $2,471+40.5% | $3,680-5.7% | $2,343+48.2% |
| Participant deferral / active EE | $6,290 | $2,854+120.4% | $3,897+61.4% | $3,332+88.8% |
| Admin fee / account holder | $6,214 | $3,841+61.8% | $5,194+19.6% | $4,645+33.8% |