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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 | $78,058 | $48,053+62.4% | $84,637-7.8% | $72,976+7.0% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 24.84% | 37.39%-12.5pp | 258.82%-234.0pp | 81.02%-56.2pp |
| Employer contribution / active EE | $1,955 | $1,602+22.1% | $2,653-26.3% | $2,440-19.9% |
| Participant deferral / active EE | $3,416 | $2,681+27.4% | $3,900-12.4% | $3,608-5.3% |
| Admin fee / account holder | $4,061 | $3,395+19.6% | $4,914-17.4% | $5,124-20.7% |