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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 | $73,293 | $58,714+24.8% | $142,874-48.7% | $85,856-14.6% |
| Participation rate | 100.0% | 58.5%+41.5pp | 72.0%+28.0pp | 69.3%+30.7pp |
| Annual return | 13.90% | 27.73%-13.8pp | 5638.58%-5624.7pp | 318.58%-304.7pp |
| Employer contribution / active EE | $1,490 | $1,423+4.7% | $4,145-64.0% | $2,565-41.9% |
| Participant deferral / active EE | $3,465 | $2,608+32.9% | $3,838-9.7% | $3,952-12.3% |
| Admin fee / account holder | $7,453 | $4,241+75.7% | $6,561+13.6% | $6,261+19.0% |