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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 | $90,842 | $78,707+15.4% | $117,861-22.9% | $70,126+29.5% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 19.17% | 23.30%-4.1pp | 335.11%-315.9pp | 73.15%-54.0pp |
| Employer contribution / active EE | $3,765 | $2,223+69.3% | $3,786-0.6% | $2,343+60.7% |
| Participant deferral / active EE | $3,479 | $3,297+5.5% | $4,482-22.4% | $3,332+4.4% |
| Admin fee / account holder | $2,064 | $5,066-59.3% | $8,021-74.3% | $4,645-55.6% |