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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 | $99,360 | $53,128+87.0% | $86,582+14.8% | $70,126+41.7% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 19.04% | 27.66%-8.6pp | 965.08%-946.0pp | 73.15%-54.1pp |
| Employer contribution / active EE | $2,585 | $2,068+25.0% | $2,839-9.0% | $2,343+10.3% |
| Participant deferral / active EE | $5,526 | $2,695+105.1% | $3,609+53.2% | $3,332+65.9% |
| Admin fee / account holder | $1,289 | $3,584-64.0% | $4,904-73.7% | $4,645-72.2% |