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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 | $120,860 | $78,707+53.6% | $117,861+2.5% | $70,126+72.3% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 19.68% | 23.30%-3.6pp | 335.11%-315.4pp | 73.15%-53.5pp |
| Employer contribution / active EE | $2,107 | $2,223-5.3% | $3,786-44.4% | $2,343-10.1% |
| Participant deferral / active EE | $4,950 | $3,297+50.1% | $4,482+10.4% | $3,332+48.6% |
| Admin fee / account holder | $576 | $5,066-88.6% | $8,021-92.8% | $4,645-87.6% |