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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 | $67,929 | $51,638+31.5% | $129,406-47.5% | $80,959-16.1% |
| Participation rate | 100.0% | 56.9%+43.1pp | 69.6%+30.4pp | 67.7%+32.3pp |
| Annual return | 14.26% | 20.78%-6.5pp | 9468.18%-9453.9pp | 35.67%-21.4pp |
| Employer contribution / active EE | $1,533 | $1,584-3.2% | $4,155-63.1% | $2,757-44.4% |
| Participant deferral / active EE | $3,996 | $2,670+49.7% | $4,167-4.1% | $4,300-7.1% |
| Admin fee / account holder | $8,260 | $4,313+91.5% | $7,689+7.4% | $6,925+19.3% |