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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 | $58,234+140.1% | $81,783+71.0% | $80,874+72.9% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 13.84% | 41.70%-27.9pp | 775.05%-761.2pp | 35.62%-21.8pp |
| Employer contribution / active EE | $4,390 | $2,341+87.5% | $2,913+50.7% | $2,756+59.3% |
| Participant deferral / active EE | $8,929 | $3,283+172.0% | $4,320+106.7% | $4,297+107.8% |
| Admin fee / account holder | $7,963 | $4,982+59.8% | $7,380+7.9% | $6,935+14.8% |