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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 | $125,579 | $85,171+47.4% | $172,753-27.3% | $72,976+72.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.37% | 27.32%-8.0pp | 803.00%-783.6pp | 81.02%-61.6pp |
| Employer contribution / active EE | $8,619 | $3,324+159.3% | $5,144+67.5% | $2,440+253.2% |
| Participant deferral / active EE | $5,345 | $3,260+63.9% | $5,198+2.8% | $3,608+48.1% |
| Admin fee / account holder | $5,984 | $5,880+1.8% | $13,956-57.1% | $5,124+16.8% |