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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 | $69,380 | $53,128+30.6% | $86,582-19.9% | $70,126-1.1% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 16.89% | 27.66%-10.8pp | 965.08%-948.2pp | 73.15%-56.3pp |
| Employer contribution / active EE | $1,513 | $2,068-26.8% | $2,839-46.7% | $2,343-35.4% |
| Participant deferral / active EE | $3,459 | $2,695+28.3% | $3,609-4.1% | $3,332+3.8% |
| Admin fee / account holder | $10,887 | $3,584+203.8% | $4,904+122.0% | $4,645+134.4% |