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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 | $83,262 | $60,349+38.0% | $74,184+12.2% | $62,881+32.4% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 58.92% | 21.38%+37.5pp | 17.74%+41.2pp | 20.14%+38.8pp |
| Employer contribution / active EE | $5,743 | $1,680+241.8% | $2,370+142.3% | $2,281+151.8% |
| Participant deferral / active EE | $11,388 | $2,856+298.7% | $3,550+220.8% | $3,203+255.5% |
| Admin fee / account holder | $2,193 | $4,261-48.5% | $5,586-60.7% | $4,296-49.0% |