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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 | $88,763 | $51,638+71.9% | $68,368+29.8% | $82,448+7.7% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 15.04% | 37.53%-22.5pp | 292.57%-277.5pp | 41.64%-26.6pp |
| Employer contribution / active EE | $4,272 | $2,047+108.8% | $2,649+61.3% | $2,551+67.5% |
| Participant deferral / active EE | $5,855 | $2,914+101.0% | $4,123+42.0% | $4,139+41.5% |
| Admin fee / account holder | $2,889 | $4,643-37.8% | $5,150-43.9% | $7,234-60.1% |