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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 | $70,396 | $48,314+45.7% | $67,561+4.2% | $80,925-13.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 11.49% | 18.28%-6.8pp | 3525.44%-3514.0pp | 35.65%-24.2pp |
| Employer contribution / active EE | $3,746 | $2,022+85.3% | $2,735+37.0% | $2,756+35.9% |
| Participant deferral / active EE | $4,309 | $2,927+47.2% | $4,003+7.6% | $4,299+0.2% |
| Admin fee / account holder | $3,898 | $3,690+5.6% | $4,006-2.7% | $6,940-43.8% |