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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 | $78,311 | $104,937-25.4% | $84,628-7.5% | $152,897-48.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 17.51% | 373.88%-356.4pp | 258.80%-241.3pp | 345.43%-327.9pp |
| Employer contribution / active EE | $6,086 | $3,303+84.2% | $2,653+129.4% | $4,764+27.8% |
| Participant deferral / active EE | $5,582 | $4,690+19.0% | $3,900+43.1% | $5,851-4.6% |
| Admin fee / account holder | $30,290 | $6,243+385.1% | $4,914+516.4% | $11,599+161.1% |