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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 | $82,882 | $53,832+54.0% | $75,702+9.5% | $85,854-3.5% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 13.30% | 24.55%-11.3pp | 104.56%-91.3pp | 318.56%-305.3pp |
| Employer contribution / active EE | $2,906 | $2,018+44.0% | $2,743+5.9% | $2,565+13.3% |
| Participant deferral / active EE | $5,656 | $2,896+95.3% | $3,822+48.0% | $3,952+43.1% |
| Admin fee / account holder | $7,168 | $3,341+114.5% | $3,619+98.1% | $6,260+14.5% |