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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 | $107,596 | $58,258+84.7% | $81,820+31.5% | $80,925+33.0% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 12.96% | 41.76%-28.8pp | 777.93%-765.0pp | 35.65%-22.7pp |
| Employer contribution / active EE | $3,676 | $2,345+56.7% | $2,915+26.1% | $2,756+33.4% |
| Participant deferral / active EE | $5,076 | $3,284+54.6% | $4,323+17.4% | $4,299+18.1% |
| Admin fee / account holder | $2,956 | $4,976-40.6% | $7,391-60.0% | $6,940-57.4% |