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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 | $88,633 | $55,457+59.8% | $77,361+14.6% | $94,015-5.7% |
| Participation rate | 100.0% | 69.8%+30.2pp | 75.0%+25.0pp | 70.8%+29.2pp |
| Annual return | 11.60% | 15.57%-4.0pp | 1011.54%-999.9pp | 17.84%-6.2pp |
| Employer contribution / active EE | $3,125 | $2,255+38.6% | $2,990+4.5% | $2,790+12.0% |
| Participant deferral / active EE | $4,936 | $3,069+60.8% | $3,911+26.2% | $4,249+16.2% |
| Admin fee / account holder | $1,271 | $4,334-70.7% | $5,894-78.4% | $8,951-85.8% |