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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 | $74,257 | $54,763+35.6% | $90,324-17.8% | $72,976+1.8% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 20.19% | 30.63%-10.4pp | 78.15%-58.0pp | 81.02%-60.8pp |
| Employer contribution / active EE | $5,397 | $2,093+157.8% | $2,856+89.0% | $2,440+121.2% |
| Participant deferral / active EE | $1,270 | $2,887-56.0% | $3,885-67.3% | $3,608-64.8% |
| Admin fee / account holder | $6,282 | $3,973+58.1% | $5,356+17.3% | $5,124+22.6% |