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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 | $92,751 | $61,125+51.7% | $94,057-1.4% | $87,485+6.0% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.3%+26.7pp | 68.9%+31.1pp |
| Annual return | 14.52% | 35.20%-20.7pp | 480.62%-466.1pp | 26.06%-11.5pp |
| Employer contribution / active EE | $1,800 | $2,136-15.7% | $2,933-38.6% | $2,596-30.7% |
| Participant deferral / active EE | $3,699 | $3,260+13.5% | $4,709-21.4% | $4,274-13.4% |
| Admin fee / account holder | $5,479 | $5,629-2.7% | $7,244-24.4% | $7,775-29.5% |