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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 | $90,131 | $50,554+78.3% | $67,681+33.2% | $87,485+3.0% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 11.72% | 17.81%-6.1pp | 590.58%-578.9pp | 26.06%-14.3pp |
| Employer contribution / active EE | $3,463 | $1,988+74.1% | $2,678+29.3% | $2,596+33.4% |
| Participant deferral / active EE | $4,011 | $2,961+35.5% | $3,976+0.9% | $4,274-6.1% |
| Admin fee / account holder | $8,310 | $4,132+101.1% | $6,100+36.2% | $7,775+6.9% |