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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 | $57,753 | $48,053+20.2% | $84,637-31.8% | $72,976-20.9% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 20.61% | 37.39%-16.8pp | 258.82%-238.2pp | 81.02%-60.4pp |
| Employer contribution / active EE | $4,730 | $1,602+195.3% | $2,653+78.3% | $2,440+93.9% |
| Participant deferral / active EE | $2,874 | $2,681+7.2% | $3,900-26.3% | $3,608-20.3% |
| Admin fee / account holder | $1,102 | $3,395-67.6% | $4,914-77.6% | $5,124-78.5% |