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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 | $71,185 | $51,631+37.9% | $129,397-45.0% | $80,925-12.0% |
| Participation rate | 100.0% | 56.9%+43.1pp | 69.6%+30.4pp | 67.7%+32.3pp |
| Annual return | 15.12% | 20.77%-5.7pp | 9453.98%-9438.9pp | 35.65%-20.5pp |
| Employer contribution / active EE | $2,288 | $1,583+44.5% | $4,154-44.9% | $2,756-17.0% |
| Participant deferral / active EE | $3,963 | $2,670+48.4% | $4,167-4.9% | $4,299-7.8% |
| Admin fee / account holder | $2,455 | $4,309-43.0% | $7,679-68.0% | $6,940-64.6% |