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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 | $89,327 | $54,763+63.1% | $90,324-1.1% | $72,976+22.4% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 25.16% | 30.63%-5.5pp | 78.15%-53.0pp | 81.02%-55.9pp |
| Employer contribution / active EE | $3,957 | $2,093+89.0% | $2,856+38.5% | $2,440+62.2% |
| Participant deferral / active EE | $7,670 | $2,887+165.7% | $3,885+97.4% | $3,608+112.6% |
| Admin fee / account holder | $25,004 | $3,973+529.3% | $5,356+366.9% | $5,124+388.0% |