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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 | $113,378 | $53,128+113.4% | $86,581+31.0% | $70,124+61.7% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 22.67% | 27.66%-5.0pp | 965.06%-942.4pp | 73.14%-50.5pp |
| Employer contribution / active EE | $2,919 | $2,068+41.1% | $2,840+2.8% | $2,342+24.6% |
| Participant deferral / active EE | $6,657 | $2,695+147.0% | $3,609+84.5% | $3,332+99.8% |
| Admin fee / account holder | $1,897 | $3,584-47.1% | $4,904-61.3% | $4,645-59.2% |