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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 | $73,730 | $50,554+45.8% | $67,681+8.9% | $87,485-15.7% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 14.99% | 17.81%-2.8pp | 590.58%-575.6pp | 26.06%-11.1pp |
| Employer contribution / active EE | $3,310 | $1,988+66.5% | $2,678+23.6% | $2,596+27.5% |
| Participant deferral / active EE | $3,686 | $2,961+24.5% | $3,976-7.3% | $4,274-13.7% |
| Admin fee / account holder | $2,517 | $4,132-39.1% | $6,100-58.7% | $7,775-67.6% |