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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 | $55,342 | $53,128+4.2% | $86,581-36.1% | $70,124-21.1% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 19.50% | 27.66%-8.2pp | 965.06%-945.6pp | 73.14%-53.6pp |
| Employer contribution / active EE | $4,491 | $2,068+117.2% | $2,840+58.2% | $2,342+91.7% |
| Participant deferral / active EE | $5,851 | $2,695+117.1% | $3,609+62.1% | $3,332+75.6% |
| Admin fee / account holder | $2,088 | $3,584-41.7% | $4,904-57.4% | $4,645-55.1% |