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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 | $83,799 | $78,707+6.5% | $117,861-28.9% | $70,126+19.5% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 20.51% | 23.30%-2.8pp | 335.11%-314.6pp | 73.15%-52.6pp |
| Employer contribution / active EE | $2,291 | $2,223+3.0% | $3,786-39.5% | $2,343-2.2% |
| Participant deferral / active EE | $3,718 | $3,297+12.7% | $4,482-17.1% | $3,332+11.6% |
| Admin fee / account holder | $3,642 | $5,066-28.1% | $8,021-54.6% | $4,645-21.6% |