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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 | $56,185 | $53,128+5.8% | $86,582-35.1% | $70,126-19.9% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 18.77% | 27.66%-8.9pp | 965.08%-946.3pp | 73.15%-54.4pp |
| Employer contribution / active EE | $9,051 | $2,068+337.6% | $2,839+218.7% | $2,343+286.4% |
| Participant deferral / active EE | $1,403 | $2,695-47.9% | $3,609-61.1% | $3,332-57.9% |
| Admin fee / account holder | $2,903 | $3,584-19.0% | $4,904-40.8% | $4,645-37.5% |