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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 | $93,598 | $65,434+43.0% | $98,483-5.0% | $85,847+9.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 29.69% | 21.75%+7.9pp | 1494.38%-1464.7pp | 318.61%-288.9pp |
| Employer contribution / active EE | $3,195 | $2,169+47.3% | $2,961+7.9% | $2,565+24.6% |
| Participant deferral / active EE | $4,289 | $3,168+35.4% | $4,276+0.3% | $3,952+8.5% |
| Admin fee / account holder | $4,609 | $4,595+0.3% | $5,953-22.6% | $6,261-26.4% |