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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 | $96,598 | $53,128+81.8% | $86,582+11.6% | $70,126+37.7% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 14.06% | 27.66%-13.6pp | 965.08%-951.0pp | 73.15%-59.1pp |
| Employer contribution / active EE | $4,509 | $2,068+118.0% | $2,839+58.8% | $2,343+92.5% |
| Participant deferral / active EE | $10,548 | $2,695+291.4% | $3,609+192.3% | $3,332+216.6% |
| Admin fee / account holder | $1,991 | $3,584-44.4% | $4,904-59.4% | $4,645-57.1% |