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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 | $83,844 | $48,078+74.4% | $78,676+6.6% | $62,881+33.3% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 24.60% | 31.36%-6.8pp | 62.19%-37.6pp | 20.14%+4.5pp |
| Employer contribution / active EE | $5,837 | $2,015+189.7% | $2,850+104.8% | $2,281+155.9% |
| Participant deferral / active EE | $4,885 | $2,587+88.8% | $3,517+38.9% | $3,203+52.5% |
| Admin fee / account holder | $1,361 | $3,206-57.5% | $4,510-69.8% | $4,296-68.3% |