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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 | $71,814 | $53,128+35.2% | $86,582-17.1% | $70,126+2.4% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 16.78% | 27.66%-10.9pp | 965.08%-948.3pp | 73.15%-56.4pp |
| Employer contribution / active EE | $3,350 | $2,068+62.0% | $2,839+18.0% | $2,343+43.0% |
| Participant deferral / active EE | $5,114 | $2,695+89.7% | $3,609+41.7% | $3,332+53.5% |
| Admin fee / account holder | $1,589 | $3,584-55.6% | $4,904-67.6% | $4,645-65.8% |