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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 | $68,852-4.9% | $120,524-45.6% | $80,925-19.1% |
| Participation rate | 100.0% | 61.6%+38.4pp | 71.9%+28.1pp | 67.7%+32.3pp |
| Annual return | 21.04% | 23.67%-2.6pp | 107.36%-86.3pp | 35.65%-14.6pp |
| Employer contribution / active EE | $3,352 | $2,063+62.5% | $3,469-3.4% | $2,756+21.6% |
| Participant deferral / active EE | $4,820 | $3,187+51.3% | $4,994-3.5% | $4,299+12.1% |
| Admin fee / account holder | $10,487 | $5,781+81.4% | $9,440+11.1% | $6,940+51.1% |