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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 | $72,916 | $45,050+61.9% | $63,018+15.7% | $70,126+4.0% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 12.82% | 18.76%-5.9pp | 87.62%-74.8pp | 73.15%-60.3pp |
| Employer contribution / active EE | $2,479 | $2,052+20.8% | $2,761-10.2% | $2,343+5.8% |
| Participant deferral / active EE | $6,603 | $2,466+167.8% | $3,330+98.3% | $3,332+98.2% |
| Admin fee / account holder | $8,838 | $2,834+211.9% | $3,601+145.5% | $4,645+90.3% |