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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 | $100,448 | $48,277+108.1% | $67,511+48.8% | $80,874+24.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 14.82% | 18.27%-3.4pp | 3517.41%-3502.6pp | 35.62%-20.8pp |
| Employer contribution / active EE | $1,325 | $2,021-34.5% | $2,733-51.5% | $2,756-51.9% |
| Participant deferral / active EE | $2,421 | $2,926-17.3% | $4,000-39.5% | $4,297-43.7% |
| Admin fee / account holder | $1,821 | $3,687-50.6% | $3,999-54.5% | $6,935-73.7% |