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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 | $70,682 | $89,367-20.9% | $141,191-49.9% | $72,975-3.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 36.67% | 111.87%-75.2pp | 71.41%-34.7pp | 81.01%-44.3pp |
| Employer contribution / active EE | $4,040 | $3,115+29.7% | $4,736-14.7% | $2,440+65.6% |
| Participant deferral / active EE | $8,807 | $5,419+62.5% | $6,710+31.3% | $3,608+144.1% |
| Admin fee / account holder | $6,394 | $5,957+7.3% | $10,264-37.7% | $5,124+24.8% |