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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 | $90,693 | $61,125+48.4% | $94,057-3.6% | $87,485+3.7% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.3%+26.7pp | 68.9%+31.1pp |
| Annual return | 14.94% | 35.20%-20.3pp | 480.62%-465.7pp | 26.06%-11.1pp |
| Employer contribution / active EE | $3,705 | $2,136+73.4% | $2,933+26.3% | $2,596+42.7% |
| Participant deferral / active EE | $4,200 | $3,260+28.8% | $4,709-10.8% | $4,274-1.7% |
| Admin fee / account holder | $2,040 | $5,629-63.8% | $7,244-71.8% | $7,775-73.8% |