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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 | $72,674 | $48,337+50.3% | $67,560+7.6% | $80,959-10.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 15.33% | 18.26%-2.9pp | 3533.50%-3518.2pp | 35.67%-20.3pp |
| Employer contribution / active EE | $3,676 | $2,023+81.7% | $2,737+34.3% | $2,757+33.3% |
| Participant deferral / active EE | $4,722 | $2,928+61.3% | $4,004+17.9% | $4,300+9.8% |
| Admin fee / account holder | $2,197 | $3,695-40.5% | $3,994-45.0% | $6,925-68.3% |