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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 | $109,143 | $91,559+19.2% | $133,978-18.5% | $79,856+36.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 54.47% | 61.85%-7.4pp | 45.10%+9.4pp | 31.71%+22.8pp |
| Employer contribution / active EE | $1,756 | $2,384-26.3% | $3,919-55.2% | $2,471-28.9% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,741-100.0% |
| Admin fee / account holder | $659 | $6,321-89.6% | $8,930-92.6% | $5,306-87.6% |