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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 | $85,057 | $55,902+52.2% | $76,030+11.9% | $80,959+5.1% |
| Participation rate | 100.0% | 62.1%+37.9pp | 69.1%+30.9pp | 67.7%+32.3pp |
| Annual return | 12.37% | 20.59%-8.2pp | 361.54%-349.2pp | 35.67%-23.3pp |
| Employer contribution / active EE | $7,655 | $1,867+310.0% | $2,688+184.8% | $2,757+177.6% |
| Participant deferral / active EE | $4,985 | $3,051+63.4% | $4,257+17.1% | $4,300+15.9% |
| Admin fee / account holder | $6,287 | $5,239+20.0% | $6,421-2.1% | $6,925-9.2% |