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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 | $126,699 | $49,976+153.5% | $66,674+90.0% | $82,637+53.3% |
| Participation rate | 100.0% | 63.1%+36.9pp | 73.7%+26.3pp | 68.1%+31.9pp |
| Annual return | 15.98% | 39.09%-23.1pp | 321.24%-305.3pp | 53.51%-37.5pp |
| Employer contribution / active EE | $5,022 | $1,988+152.6% | $2,620+91.7% | $2,552+96.8% |
| Participant deferral / active EE | $5,525 | $2,847+94.1% | $4,084+35.3% | $4,126+33.9% |
| Admin fee / account holder | $18,935 | $4,594+312.2% | $5,098+271.4% | $7,339+158.0% |