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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 | $67,460 | $52,279+29.0% | $89,435-24.6% | $79,856-15.5% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 18.99% | 22.16%-3.2pp | 245.55%-226.6pp | 31.71%-12.7pp |
| Employer contribution / active EE | $4,260 | $1,572+171.0% | $2,587+64.6% | $2,471+72.4% |
| Participant deferral / active EE | $4,701 | $2,740+71.5% | $3,890+20.8% | $3,741+25.7% |
| Admin fee / account holder | $1,235 | $3,356-63.2% | $4,884-74.7% | $5,306-76.7% |