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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 | $119,646 | $77,157+55.1% | $108,405+10.4% | $85,847+39.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 18.69% | 44.55%-25.9pp | 905.55%-886.9pp | 318.61%-299.9pp |
| Employer contribution / active EE | $5,380 | $2,379+126.1% | $3,559+51.2% | $2,565+109.7% |
| Participant deferral / active EE | $4,076 | $5,567-26.8% | $6,563-37.9% | $3,952+3.1% |
| Admin fee / account holder | $1,681 | $5,174-67.5% | $7,297-77.0% | $6,261-73.1% |