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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 | $92,379 | $45,050+105.1% | $63,018+46.6% | $70,126+31.7% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 38.50% | 18.76%+19.7pp | 87.62%-49.1pp | 73.15%-34.6pp |
| Employer contribution / active EE | $3,508 | $2,052+71.0% | $2,761+27.1% | $2,343+49.8% |
| Participant deferral / active EE | $2,730 | $2,466+10.7% | $3,330-18.0% | $3,332-18.1% |
| Admin fee / account holder | $4,327 | $2,834+52.7% | $3,601+20.2% | $4,645-6.9% |