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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 | $77,450 | $54,757+41.4% | $90,300-14.2% | $72,983+6.1% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 84.73% | 30.63%+54.1pp | 78.11%+6.6pp | 81.01%+3.7pp |
| Employer contribution / active EE | $2,273 | $2,092+8.6% | $2,854-20.4% | $2,440-6.8% |
| Participant deferral / active EE | $1,826 | $2,887-36.7% | $3,884-53.0% | $3,608-49.4% |
| Admin fee / account holder | $5,370 | $3,972+35.2% | $5,353+0.3% | $5,124+4.8% |