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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 | $88,633 | $48,011+84.6% | $63,803+38.9% | $82,637+7.3% |
| Participation rate | 100.0% | 66.6%+33.4pp | 72.7%+27.3pp | 68.1%+31.9pp |
| Annual return | 11.60% | 19.84%-8.2pp | 543.72%-532.1pp | 53.51%-41.9pp |
| Employer contribution / active EE | $3,125 | $1,904+64.2% | $2,532+23.4% | $2,552+22.4% |
| Participant deferral / active EE | $4,936 | $2,846+73.4% | $3,843+28.4% | $4,126+19.6% |
| Admin fee / account holder | $1,271 | $3,873-67.2% | $5,196-75.5% | $7,339-82.7% |