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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 | $71,624 | $98,776-27.5% | $149,745-52.2% | $79,856-10.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 19.23% | 27.38%-8.1pp | 276.72%-257.5pp | 31.71%-12.5pp |
| Employer contribution / active EE | $3,480 | $3,217+8.2% | $4,646-25.1% | $2,471+40.8% |
| Participant deferral / active EE | $11,606 | $5,681+104.3% | $6,843+69.6% | $3,741+210.3% |
| Admin fee / account holder | $12,329 | $6,053+103.7% | $9,312+32.4% | $5,306+132.3% |