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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 | $94,150 | $69,248+36.0% | $64,101+46.9% | $139,466-32.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 16.54% | 45.95%-29.4pp | 33.72%-17.2pp | 373.66%-357.1pp |
| Employer contribution / active EE | $3,795 | $3,185+19.2% | $2,749+38.1% | $4,754-20.2% |
| Participant deferral / active EE | $2,600 | $4,682-44.5% | $3,881-33.0% | $6,712-61.3% |
| Admin fee / account holder | $5,748 | $4,247+35.3% | $3,070+87.2% | $11,409-49.6% |