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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 | $89,499 | $51,638+73.3% | $68,368+30.9% | $82,448+8.6% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 14.14% | 37.53%-23.4pp | 292.57%-278.4pp | 41.64%-27.5pp |
| Employer contribution / active EE | $13,740 | $2,047+571.4% | $2,649+418.7% | $2,551+438.6% |
| Participant deferral / active EE | $5,003 | $2,914+71.7% | $4,123+21.4% | $4,139+20.9% |
| Admin fee / account holder | $7,253 | $4,643+56.2% | $5,150+40.8% | $7,234+0.3% |