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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 | $100,657 | $54,757+83.8% | $90,304+11.5% | $72,975+37.9% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 48.30% | 30.63%+17.7pp | 78.13%-29.8pp | 81.01%-32.7pp |
| Employer contribution / active EE | $7,672 | $2,093+266.5% | $2,855+168.7% | $2,440+214.4% |
| Participant deferral / active EE | $7,721 | $2,887+167.4% | $3,885+98.7% | $3,608+114.0% |
| Admin fee / account holder | $2,439 | $3,973-38.6% | $5,354-54.5% | $5,124-52.4% |