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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 | $63,211 | $53,837+17.4% | $75,714-16.5% | $85,847-26.4% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 22.60% | 24.54%-1.9pp | 104.62%-82.0pp | 318.61%-296.0pp |
| Employer contribution / active EE | $5,030 | $2,017+149.3% | $2,744+83.3% | $2,565+96.1% |
| Participant deferral / active EE | $3,764 | $2,895+30.0% | $3,820-1.5% | $3,952-4.8% |
| Admin fee / account holder | $5,840 | $3,339+74.9% | $3,619+61.4% | $6,261-6.7% |