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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 | $63,252 | $53,128+19.1% | $86,582-26.9% | $70,126-9.8% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 14.73% | 27.66%-12.9pp | 965.08%-950.4pp | 73.15%-58.4pp |
| Employer contribution / active EE | $2,827 | $2,068+36.7% | $2,839-0.4% | $2,343+20.7% |
| Participant deferral / active EE | $2,484 | $2,695-7.8% | $3,609-31.2% | $3,332-25.4% |
| Admin fee / account holder | $2,483 | $3,584-30.7% | $4,904-49.4% | $4,645-46.5% |