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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 | $72,749 | $52,353+39.0% | $120,225-39.5% | $82,448-11.8% |
| Participation rate | 100.0% | 58.3%+41.7pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 15.93% | 61.85%-45.9pp | 439.23%-423.3pp | 41.64%-25.7pp |
| Employer contribution / active EE | $3,243 | $1,510+114.7% | $3,475-6.7% | $2,551+27.1% |
| Participant deferral / active EE | $4,083 | $2,627+55.4% | $3,999+2.1% | $4,139-1.4% |
| Admin fee / account holder | $1,733 | $4,363-60.3% | $5,696-69.6% | $7,234-76.0% |