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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 | $81,012 | $49,249+64.5% | $70,476+14.9% | $79,852+1.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 18.46% | 30.09%-11.6pp | 109.12%-90.7pp | 31.72%-13.3pp |
| Employer contribution / active EE | $4,870 | $2,100+131.9% | $2,738+77.9% | $2,471+97.1% |
| Participant deferral / active EE | $4,110 | $2,769+48.4% | $3,710+10.8% | $3,740+9.9% |
| Admin fee / account holder | $1,401 | $2,878-51.3% | $3,847-63.6% | $5,306-73.6% |