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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 | $83,786 | $67,594+24.0% | $77,361+8.3% | $69,733+20.2% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.0%+25.0pp | 62.5%+37.5pp |
| Annual return | 11.21% | 19.20%-8.0pp | 1011.54%-1000.3pp | 15.22%-4.0pp |
| Employer contribution / active EE | $2,598 | $2,649-1.9% | $2,990-13.1% | $2,250+15.5% |
| Participant deferral / active EE | $3,991 | $3,401+17.3% | $3,911+2.0% | $3,054+30.7% |
| Admin fee / account holder | $8,876 | $1,159+665.5% | $5,894+50.6% | $3,102+186.1% |