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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 | $65,594 | $53,128+23.5% | $86,582-24.2% | $70,126-6.5% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 19.52% | 27.66%-8.1pp | 965.08%-945.6pp | 73.15%-53.6pp |
| Employer contribution / active EE | $3,134 | $2,068+51.6% | $2,839+10.4% | $2,343+33.8% |
| Participant deferral / active EE | $5,019 | $2,695+86.2% | $3,609+39.1% | $3,332+50.7% |
| Admin fee / account holder | $711 | $3,584-80.2% | $4,904-85.5% | $4,645-84.7% |