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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 | $65,506 | $68,880-4.9% | $120,580-45.7% | $80,959-19.1% |
| Participation rate | 100.0% | 61.7%+38.3pp | 72.0%+28.0pp | 67.7%+32.3pp |
| Annual return | 21.04% | 23.68%-2.6pp | 107.48%-86.4pp | 35.67%-14.6pp |
| Employer contribution / active EE | $3,352 | $2,066+62.2% | $3,469-3.4% | $2,757+21.6% |
| Participant deferral / active EE | $4,820 | $3,191+51.1% | $4,995-3.5% | $4,300+12.1% |
| Admin fee / account holder | $10,487 | $5,785+81.3% | $9,418+11.3% | $6,925+51.4% |