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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 | $79,352 | $65,961+20.3% | $180,320-56.0% | $94,015-15.6% |
| Participation rate | 100.0% | 61.3%+38.7pp | 71.5%+28.5pp | 70.8%+29.2pp |
| Annual return | 14.54% | 14.27%+0.3pp | 778.54%-764.0pp | 17.84%-3.3pp |
| Employer contribution / active EE | $3,849 | $1,737+121.5% | $4,108-6.3% | $2,790+37.9% |
| Participant deferral / active EE | $5,700 | $3,003+89.8% | $4,304+32.4% | $4,249+34.1% |
| Admin fee / account holder | $5,158 | $4,901+5.2% | $10,000-48.4% | $8,951-42.4% |