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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 | $101,156 | $53,127+90.4% | $86,597+16.8% | $70,131+44.2% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 17.53% | 27.66%-10.1pp | 964.96%-947.4pp | 73.14%-55.6pp |
| Employer contribution / active EE | $2,263 | $2,068+9.4% | $2,840-20.3% | $2,342-3.4% |
| Participant deferral / active EE | $4,794 | $2,696+77.8% | $3,609+32.8% | $3,332+43.9% |
| Admin fee / account holder | $956 | $3,585-73.3% | $4,906-80.5% | $4,645-79.4% |