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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 | $67,080 | $58,828+14.0% | $78,002-14.0% | $62,881+6.7% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 6.73% | 17.16%-10.4pp | 425.99%-419.3pp | 20.14%-13.4pp |
| Employer contribution / active EE | $2,128 | $1,672+27.3% | $2,470-13.9% | $2,281-6.7% |
| Participant deferral / active EE | $3,065 | $2,686+14.1% | $3,497-12.4% | $3,203-4.3% |
| Admin fee / account holder | $9,993 | $4,393+127.5% | $5,481+82.3% | $4,296+132.6% |