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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 | $88,822 | $67,823+31.0% | $52,425+69.4% | $137,256-35.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 19.76% | 219.11%-199.3pp | 302.12%-282.4pp | 220.34%-200.6pp |
| Employer contribution / active EE | $9,857 | $1,163+747.6% | $914+978.2% | $4,156+137.2% |
| Participant deferral / active EE | $15,401 | $2,288+573.1% | $1,790+760.2% | $6,407+140.4% |
| Admin fee / account holder | $4,964 | $2,844+74.5% | $2,495+99.0% | $12,270-59.5% |