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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 | $79,210 | $156,616-49.4% | $133,346-40.6% | $198,609-60.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 4.60% | 44.25%-39.6pp | 36.85%-32.2pp | 202.70%-198.1pp |
| Employer contribution / active EE | $5,487 | $3,368+62.9% | $2,853+92.3% | $5,055+8.5% |
| Participant deferral / active EE | $4,247 | $4,920-13.7% | $4,332-2.0% | $6,977-39.1% |
| Admin fee / account holder | $51,154 | $17,468+192.8% | $14,264+258.6% | $19,030+168.8% |