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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 | $85,120 | $53,127+60.2% | $86,597-1.7% | $70,131+21.4% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 17.82% | 27.66%-9.8pp | 964.96%-947.1pp | 73.14%-55.3pp |
| Employer contribution / active EE | $4,242 | $2,068+105.1% | $2,840+49.4% | $2,342+81.1% |
| Participant deferral / active EE | $5,462 | $2,696+102.6% | $3,609+51.4% | $3,332+63.9% |
| Admin fee / account holder | $7,802 | $3,585+117.6% | $4,906+59.0% | $4,645+68.0% |