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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 | $85,937 | $71,215+20.7% | $93,696-8.3% | $80,935+6.2% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 13.23% | 11.27%+2.0pp | 133.74%-120.5pp | 35.66%-22.4pp |
| Employer contribution / active EE | $4,938 | $1,565+215.5% | $2,422+103.9% | $2,757+79.1% |
| Participant deferral / active EE | $4,715 | $4,037+16.8% | $4,417+6.7% | $4,299+9.7% |
| Admin fee / account holder | $19,848 | $6,958+185.3% | $8,287+139.5% | $6,924+186.6% |