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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 | $60,714 | $55,902+8.6% | $76,030-20.1% | $80,959-25.0% |
| Participation rate | 100.0% | 62.1%+37.9pp | 69.1%+30.9pp | 67.7%+32.3pp |
| Annual return | 19.10% | 20.59%-1.5pp | 361.54%-342.4pp | 35.67%-16.6pp |
| Employer contribution / active EE | $4,278 | $1,867+129.2% | $2,688+59.2% | $2,757+55.2% |
| Participant deferral / active EE | $12,778 | $3,051+318.9% | $4,257+200.2% | $4,300+197.1% |
| Admin fee / account holder | $6,495 | $5,239+24.0% | $6,421+1.2% | $6,925-6.2% |