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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 | $80,316 | $52,279+53.6% | $89,414-10.2% | $79,852+0.6% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 15.87% | 22.16%-6.3pp | 245.50%-229.6pp | 31.72%-15.9pp |
| Employer contribution / active EE | $3,817 | $1,572+142.9% | $2,586+47.6% | $2,471+54.5% |
| Participant deferral / active EE | $8,632 | $2,740+215.0% | $3,890+121.9% | $3,740+130.8% |
| Admin fee / account holder | $2,151 | $3,356-35.9% | $4,883-56.0% | $5,306-59.5% |