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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 | $58,145 | $53,128+9.4% | $86,582-32.8% | $70,126-17.1% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 33.13% | 27.66%+5.5pp | 965.08%-932.0pp | 73.15%-40.0pp |
| Employer contribution / active EE | $2,385 | $2,068+15.3% | $2,839-16.0% | $2,343+1.8% |
| Participant deferral / active EE | $3,455 | $2,695+28.2% | $3,609-4.3% | $3,332+3.7% |
| Admin fee / account holder | $8,684 | $3,584+142.3% | $4,904+77.1% | $4,645+86.9% |