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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 | $75,488 | $45,050+67.6% | $63,018+19.8% | $70,126+7.6% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 21.51% | 18.76%+2.7pp | 87.62%-66.1pp | 73.15%-51.6pp |
| Employer contribution / active EE | $3,614 | $2,052+76.1% | $2,761+30.9% | $2,343+54.3% |
| Participant deferral / active EE | $2,383 | $2,466-3.3% | $3,330-28.4% | $3,332-28.5% |
| Admin fee / account holder | $4,994 | $2,834+76.2% | $3,601+38.7% | $4,645+7.5% |