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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 | $59,793 | $85,171-29.8% | $172,753-65.4% | $72,976-18.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 22.35% | 27.32%-5.0pp | 803.00%-780.6pp | 81.02%-58.7pp |
| Employer contribution / active EE | $4,532 | $3,324+36.3% | $5,144-11.9% | $2,440+85.7% |
| Participant deferral / active EE | $4,706 | $3,260+44.4% | $5,198-9.5% | $3,608+30.4% |
| Admin fee / account holder | $11,269 | $5,880+91.6% | $13,956-19.3% | $5,124+119.9% |