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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 | $94,397 | $48,284+95.5% | $67,524+39.8% | $80,911+16.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 15.34% | 18.27%-2.9pp | 3519.41%-3504.1pp | 35.63%-20.3pp |
| Employer contribution / active EE | $2,588 | $2,021+28.0% | $2,734-5.3% | $2,756-6.1% |
| Participant deferral / active EE | $3,332 | $2,927+13.8% | $4,001-16.7% | $4,297-22.5% |
| Admin fee / account holder | $1,891 | $3,688-48.7% | $4,001-52.7% | $6,935-72.7% |