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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 | $78,476 | $63,861+22.9% | $104,625-25.0% | $79,852-1.7% |
| Participation rate | 100.0% | 64.9%+35.1pp | 74.1%+25.9pp | 69.6%+30.4pp |
| Annual return | 10.88% | 21.30%-10.4pp | 340.60%-329.7pp | 31.72%-20.8pp |
| Employer contribution / active EE | $3,928 | $1,588+147.3% | $2,681+46.5% | $2,471+59.0% |
| Participant deferral / active EE | $3,608 | $2,693+34.0% | $3,738-3.5% | $3,740-3.5% |
| Admin fee / account holder | $21,671 | $4,185+417.8% | $6,465+235.2% | $5,306+308.4% |