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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 | $67,594+33.4% | $77,361+16.6% | $69,733+29.3% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.0%+25.0pp | 62.5%+37.5pp |
| Annual return | 12.62% | 19.20%-6.6pp | 1011.54%-998.9pp | 15.22%-2.6pp |
| Employer contribution / active EE | $2,226 | $2,649-16.0% | $2,990-25.6% | $2,250-1.1% |
| Participant deferral / active EE | $3,239 | $3,401-4.8% | $3,911-17.2% | $3,054+6.0% |
| Admin fee / account holder | $5,492 | $1,159+373.6% | $5,894-6.8% | $3,102+77.0% |