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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 | $85,448 | $49,897+71.2% | $80,648+6.0% | $75,177+13.7% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 19.36% | 34.68%-15.3pp | 937.21%-917.9pp | 160.75%-141.4pp |
| Employer contribution / active EE | $5,947 | $1,699+250.0% | $2,724+118.4% | $2,671+122.6% |
| Participant deferral / active EE | $10,613 | $2,992+254.7% | $4,443+138.9% | $4,126+157.2% |
| Admin fee / account holder | $7,096 | $3,579+98.3% | $5,382+31.8% | $5,651+25.6% |