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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 | $65,833 | $54,757+20.2% | $90,304-27.1% | $72,975-9.8% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 22.47% | 30.63%-8.2pp | 78.13%-55.7pp | 81.01%-58.5pp |
| Employer contribution / active EE | $3,645 | $2,093+74.1% | $2,855+27.7% | $2,440+49.4% |
| Participant deferral / active EE | $2,668 | $2,887-7.6% | $3,885-31.3% | $3,608-26.0% |
| Admin fee / account holder | $6,224 | $3,973+56.7% | $5,354+16.3% | $5,124+21.5% |