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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 | $48,284+50.5% | $67,524+7.6% | $80,911-10.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 15.33% | 18.27%-2.9pp | 3519.41%-3504.1pp | 35.63%-20.3pp |
| Employer contribution / active EE | $3,676 | $2,021+81.8% | $2,734+34.5% | $2,756+33.4% |
| Participant deferral / active EE | $4,722 | $2,927+61.3% | $4,001+18.0% | $4,297+9.9% |
| Admin fee / account holder | $2,197 | $3,688-40.4% | $4,001-45.1% | $6,935-68.3% |