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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 | $63,400 | $53,128+19.3% | $86,582-26.8% | $70,126-9.6% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 19.35% | 27.66%-8.3pp | 965.08%-945.7pp | 73.15%-53.8pp |
| Employer contribution / active EE | $1,810 | $2,068-12.5% | $2,839-36.2% | $2,343-22.7% |
| Participant deferral / active EE | $3,179 | $2,695+18.0% | $3,609-11.9% | $3,332-4.6% |
| Admin fee / account holder | $3,756 | $3,584+4.8% | $4,904-23.4% | $4,645-19.1% |