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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 | $139,840 | $58,311+139.8% | $81,882+70.8% | $80,959+72.7% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 13.84% | 41.85%-28.0pp | 779.47%-765.6pp | 35.67%-21.8pp |
| Employer contribution / active EE | $4,390 | $2,347+87.1% | $2,916+50.5% | $2,757+59.2% |
| Participant deferral / active EE | $8,929 | $3,287+171.6% | $4,323+106.5% | $4,300+107.6% |
| Admin fee / account holder | $7,963 | $4,752+67.6% | $7,360+8.2% | $6,925+15.0% |