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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 | $81,771 | $49,239+66.1% | $70,462+16.0% | $79,858+2.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 13.54% | 30.08%-16.5pp | 109.08%-95.5pp | 31.72%-18.2pp |
| Employer contribution / active EE | $4,518 | $2,100+115.1% | $2,737+65.0% | $2,471+82.8% |
| Participant deferral / active EE | $1,282 | $2,769-53.7% | $3,710-65.5% | $3,740-65.7% |
| Admin fee / account holder | $7,097 | $2,876+146.7% | $3,845+84.6% | $5,306+33.8% |