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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 | $64,705+39.4% | $62,929+43.3% | $67,986+32.6% |
| Participation rate | 100.0% | 65.6%+34.4pp | 73.1%+26.9pp | 57.2%+42.8pp |
| Annual return | 12.62% | 20.31%-7.7pp | 1063.93%-1051.3pp | 31.67%-19.0pp |
| Employer contribution / active EE | $2,226 | $2,376-6.3% | $2,505-11.1% | $2,019+10.3% |
| Participant deferral / active EE | $3,239 | $3,198+1.3% | $3,888-16.7% | $3,358-3.6% |
| Admin fee / account holder | $5,492 | $1,428+284.6% | $5,065+8.4% | $3,203+71.4% |