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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 | $89,290 | $49,976+78.7% | $66,674+33.9% | $82,637+8.1% |
| Participation rate | 100.0% | 63.1%+36.9pp | 73.7%+26.3pp | 68.1%+31.9pp |
| Annual return | 14.35% | 39.09%-24.7pp | 321.24%-306.9pp | 53.51%-39.2pp |
| Employer contribution / active EE | $1,781 | $1,988-10.4% | $2,620-32.0% | $2,552-30.2% |
| Participant deferral / active EE | $4,616 | $2,847+62.1% | $4,084+13.0% | $4,126+11.9% |
| Admin fee / account holder | $9,931 | $4,594+116.2% | $5,098+94.8% | $7,339+35.3% |