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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 | $54,355 | $85,766-36.6% | $136,298-60.1% | $70,126-22.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 18.74% | 31.46%-12.7pp | 5156.27%-5137.5pp | 73.15%-54.4pp |
| Employer contribution / active EE | $2,079 | $2,966-29.9% | $4,696-55.7% | $2,343-11.3% |
| Participant deferral / active EE | $5,062 | $5,051+0.2% | $6,247-19.0% | $3,332+51.9% |
| Admin fee / account holder | $1,529 | $5,421-71.8% | $9,244-83.5% | $4,645-67.1% |