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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 | $76,671 | $58,828+30.3% | $78,002-1.7% | $62,881+21.9% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 8.70% | 17.16%-8.5pp | 425.99%-417.3pp | 20.14%-11.4pp |
| Employer contribution / active EE | $1,863 | $1,672+11.4% | $2,470-24.6% | $2,281-18.3% |
| Participant deferral / active EE | $4,524 | $2,686+68.5% | $3,497+29.4% | $3,203+41.2% |
| Admin fee / account holder | $2,074 | $4,393-52.8% | $5,481-62.2% | $4,296-51.7% |