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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 | $65,947 | $78,707-16.2% | $117,861-44.0% | $70,126-6.0% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 20.12% | 23.30%-3.2pp | 335.11%-315.0pp | 73.15%-53.0pp |
| Employer contribution / active EE | $3,438 | $2,223+54.6% | $3,786-9.2% | $2,343+46.7% |
| Participant deferral / active EE | $5,927 | $3,297+79.7% | $4,482+32.2% | $3,332+77.9% |
| Admin fee / account holder | $9,579 | $5,066+89.1% | $8,021+19.4% | $4,645+106.2% |