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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 | $90,169 | $65,084+38.5% | $67,681+33.2% | $64,340+40.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 73.7%+26.3pp | 55.2%+44.8pp |
| Annual return | 12.62% | 20.50%-7.9pp | 590.58%-578.0pp | 24.14%-11.5pp |
| Employer contribution / active EE | $2,226 | $2,398-7.2% | $2,678-16.9% | $1,862+19.6% |
| Participant deferral / active EE | $3,239 | $3,210+0.9% | $3,976-18.5% | $2,980+8.7% |
| Admin fee / account holder | $5,492 | $1,415+288.1% | $6,100-10.0% | $3,703+48.3% |