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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 | $105,403 | $56,431+86.8% | $130,788-19.4% | $87,485+20.5% |
| Participation rate | 100.0% | 58.9%+41.1pp | 70.1%+29.9pp | 68.9%+31.1pp |
| Annual return | 17.30% | 91.27%-74.0pp | 386.44%-369.1pp | 26.06%-8.8pp |
| Employer contribution / active EE | $5,001 | $1,549+222.8% | $3,558+40.6% | $2,596+92.6% |
| Participant deferral / active EE | $6,956 | $2,749+153.0% | $4,137+68.1% | $4,274+62.8% |
| Admin fee / account holder | $2,639 | $4,433-40.5% | $6,673-60.5% | $7,775-66.1% |