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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 | $48,314+50.4% | $67,561+7.6% | $80,925-10.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 15.33% | 18.28%-2.9pp | 3525.44%-3510.1pp | 35.65%-20.3pp |
| Employer contribution / active EE | $3,676 | $2,022+81.8% | $2,735+34.4% | $2,756+33.4% |
| Participant deferral / active EE | $4,722 | $2,927+61.3% | $4,003+18.0% | $4,299+9.8% |
| Admin fee / account holder | $2,197 | $3,690-40.4% | $4,006-45.1% | $6,940-68.3% |