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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 | $117,673 | $58,828+100.0% | $78,002+50.9% | $62,881+87.1% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 11.80% | 17.16%-5.4pp | 425.99%-414.2pp | 20.14%-8.3pp |
| Employer contribution / active EE | $2,365 | $1,672+41.5% | $2,470-4.3% | $2,281+3.7% |
| Participant deferral / active EE | $5,809 | $2,686+116.3% | $3,497+66.1% | $3,203+81.4% |
| Admin fee / account holder | $3,570 | $4,393-18.7% | $5,481-34.9% | $4,296-16.9% |