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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 | $71,369 | $63,355+12.6% | $91,994-22.4% | $72,983-2.2% |
| Participation rate | 100.0% | 72.5%+27.5pp | 78.6%+21.4pp | 69.5%+30.5pp |
| Annual return | 46.37% | 35.35%+11.0pp | 69.03%-22.7pp | 81.01%-34.6pp |
| Employer contribution / active EE | $3,789 | $2,116+79.1% | $3,452+9.8% | $2,440+55.3% |
| Participant deferral / active EE | $4,767 | $4,883-2.4% | $5,923-19.5% | $3,608+32.1% |
| Admin fee / account holder | $1,097 | $4,668-76.5% | $7,743-85.8% | $5,124-78.6% |