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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 | $82,670 | $58,828+40.5% | $78,002+6.0% | $62,881+31.5% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 11.45% | 17.16%-5.7pp | 425.99%-414.5pp | 20.14%-8.7pp |
| Employer contribution / active EE | $2,353 | $1,672+40.8% | $2,470-4.7% | $2,281+3.2% |
| Participant deferral / active EE | $4,122 | $2,686+53.5% | $3,497+17.9% | $3,203+28.7% |
| Admin fee / account holder | $4,252 | $4,393-3.2% | $5,481-22.4% | $4,296-1.0% |