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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 | $85,132 | $51,638+64.9% | $68,368+24.5% | $82,448+3.3% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 16.28% | 37.53%-21.3pp | 292.57%-276.3pp | 41.64%-25.4pp |
| Employer contribution / active EE | $5,199 | $2,047+154.0% | $2,649+96.3% | $2,551+103.8% |
| Participant deferral / active EE | $12,421 | $2,914+326.3% | $4,123+201.3% | $4,139+200.1% |
| Admin fee / account holder | $721 | $4,643-84.5% | $5,150-86.0% | $7,234-90.0% |