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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 | $75,789 | $58,828+28.8% | $78,002-2.8% | $62,881+20.5% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 6.58% | 17.16%-10.6pp | 425.99%-419.4pp | 20.14%-13.6pp |
| Employer contribution / active EE | $2,797 | $1,672+67.3% | $2,470+13.2% | $2,281+22.6% |
| Participant deferral / active EE | $4,306 | $2,686+60.3% | $3,497+23.1% | $3,203+34.4% |
| Admin fee / account holder | $4,514 | $4,393+2.8% | $5,481-17.6% | $4,296+5.1% |