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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 | $79,702 | $63,346+25.8% | $92,240-13.6% | $70,126+13.7% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 15.96% | 530.19%-514.2pp | 176.29%-160.3pp | 73.15%-57.2pp |
| Employer contribution / active EE | $5,869 | $2,471+137.5% | $3,680+59.5% | $2,343+150.5% |
| Participant deferral / active EE | $4,547 | $2,854+59.3% | $3,897+16.7% | $3,332+36.5% |
| Admin fee / account holder | $935 | $3,841-75.7% | $5,194-82.0% | $4,645-79.9% |