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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 | $57,995 | $85,766-32.4% | $136,298-57.4% | $70,126-17.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.56% | 31.46%-15.9pp | 5156.27%-5140.7pp | 73.15%-57.6pp |
| Employer contribution / active EE | $8,340 | $2,966+181.2% | $4,696+77.6% | $2,343+256.0% |
| Participant deferral / active EE | $4,733 | $5,051-6.3% | $6,247-24.2% | $3,332+42.0% |
| Admin fee / account holder | $6,763 | $5,421+24.8% | $9,244-26.8% | $4,645+45.6% |