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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 | $71,999 | $39,126+84.0% | $57,181+25.9% | $62,891+14.5% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 85.46% | 9.24%+76.2pp | 14.59%+70.9pp | 20.14%+65.3pp |
| Employer contribution / active EE | $3,386 | $1,874+80.6% | $2,682+26.2% | $2,281+48.4% |
| Participant deferral / active EE | $1,531 | $2,374-35.5% | $3,096-50.6% | $3,203-52.2% |
| Admin fee / account holder | $1,054 | $2,593-59.3% | $3,139-66.4% | $4,296-75.5% |