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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 | $72,806 | $63,861+14.0% | $104,625-30.4% | $79,852-8.8% |
| Participation rate | 100.0% | 64.9%+35.1pp | 74.1%+25.9pp | 69.6%+30.4pp |
| Annual return | 14.39% | 21.30%-6.9pp | 340.60%-326.2pp | 31.72%-17.3pp |
| Employer contribution / active EE | $2,418 | $1,588+52.2% | $2,681-9.8% | $2,471-2.1% |
| Participant deferral / active EE | $6,004 | $2,693+122.9% | $3,738+60.6% | $3,740+60.5% |
| Admin fee / account holder | $7,988 | $4,185+90.9% | $6,465+23.6% | $5,306+50.5% |