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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 | $78,668 | $48,053+63.7% | $84,628-7.0% | $72,975+7.8% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 21.60% | 37.39%-15.8pp | 258.80%-237.2pp | 81.01%-59.4pp |
| Employer contribution / active EE | $2,682 | $1,602+67.5% | $2,653+1.1% | $2,440+9.9% |
| Participant deferral / active EE | $4,638 | $2,681+73.0% | $3,900+18.9% | $3,608+28.6% |
| Admin fee / account holder | $6,121 | $3,395+80.3% | $4,914+24.6% | $5,124+19.4% |