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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 | $70,784 | $53,128+33.2% | $86,582-18.2% | $70,126+0.9% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 16.80% | 27.66%-10.9pp | 965.08%-948.3pp | 73.15%-56.3pp |
| Employer contribution / active EE | $1,696 | $2,068-18.0% | $2,839-40.3% | $2,343-27.6% |
| Participant deferral / active EE | $3,296 | $2,695+22.3% | $3,609-8.7% | $3,332-1.1% |
| Admin fee / account holder | $4,956 | $3,584+38.3% | $4,904+1.1% | $4,645+6.7% |