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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 | $81,348 | $52,279+55.6% | $89,414-9.0% | $79,852+1.9% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 14.34% | 22.16%-7.8pp | 245.50%-231.2pp | 31.72%-17.4pp |
| Employer contribution / active EE | $2,365 | $1,572+50.5% | $2,586-8.6% | $2,471-4.3% |
| Participant deferral / active EE | $3,911 | $2,740+42.7% | $3,890+0.6% | $3,740+4.6% |
| Admin fee / account holder | $1,560 | $3,356-53.5% | $4,883-68.1% | $5,306-70.6% |