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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 | $107,081 | $63,346+69.0% | $92,240+16.1% | $70,126+52.7% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 14.08% | 530.19%-516.1pp | 176.29%-162.2pp | 73.15%-59.1pp |
| Employer contribution / active EE | $3,187 | $2,471+28.9% | $3,680-13.4% | $2,343+36.0% |
| Participant deferral / active EE | $8,444 | $2,854+195.9% | $3,897+116.7% | $3,332+153.4% |
| Admin fee / account holder | $6,520 | $3,841+69.8% | $5,194+25.5% | $4,645+40.4% |