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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 | $93,537 | $56,134+66.6% | $96,171-2.7% | $85,847+9.0% |
| Participation rate | 100.0% | 56.7%+43.3pp | 68.4%+31.6pp | 69.3%+30.7pp |
| Annual return | 15.87% | 42.30%-26.4pp | 192.04%-176.2pp | 318.61%-302.7pp |
| Employer contribution / active EE | $6,315 | $1,620+289.8% | $2,799+125.6% | $2,565+146.2% |
| Participant deferral / active EE | $13,329 | $2,858+366.5% | $4,350+206.4% | $3,952+237.3% |
| Admin fee / account holder | $2,244 | $3,769-40.5% | $5,538-59.5% | $6,261-64.2% |