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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 | $51,631+31.6% | $129,397-47.5% | $80,925-16.1% |
| Participation rate | 100.0% | 56.9%+43.1pp | 69.6%+30.4pp | 67.7%+32.3pp |
| Annual return | 14.26% | 20.77%-6.5pp | 9453.98%-9439.7pp | 35.65%-21.4pp |
| Employer contribution / active EE | $1,533 | $1,583-3.1% | $4,154-63.1% | $2,756-44.4% |
| Participant deferral / active EE | $3,996 | $2,670+49.7% | $4,167-4.1% | $4,299-7.0% |
| Admin fee / account holder | $8,260 | $4,309+91.7% | $7,679+7.6% | $6,940+19.0% |