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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 | $70,515 | $53,128+32.7% | $86,581-18.6% | $70,124+0.6% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 17.15% | 27.66%-10.5pp | 965.06%-947.9pp | 73.14%-56.0pp |
| Employer contribution / active EE | $2,655 | $2,068+28.4% | $2,840-6.5% | $2,342+13.3% |
| Participant deferral / active EE | $5,918 | $2,695+119.6% | $3,609+64.0% | $3,332+77.6% |
| Admin fee / account holder | $13,815 | $3,584+285.5% | $4,904+181.7% | $4,645+197.4% |