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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 | $67,587 | $58,828+14.9% | $78,002-13.4% | $62,881+7.5% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 8.27% | 17.16%-8.9pp | 425.99%-417.7pp | 20.14%-11.9pp |
| Employer contribution / active EE | $2,150 | $1,672+28.6% | $2,470-13.0% | $2,281-5.8% |
| Participant deferral / active EE | $4,081 | $2,686+52.0% | $3,497+16.7% | $3,203+27.4% |
| Admin fee / account holder | $4,733 | $4,393+7.7% | $5,481-13.6% | $4,296+10.2% |