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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 | $94,574 | $48,284+95.9% | $67,524+40.1% | $80,911+16.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 13.55% | 18.27%-4.7pp | 3519.41%-3505.9pp | 35.63%-22.1pp |
| Employer contribution / active EE | $1,156 | $2,021-42.8% | $2,734-57.7% | $2,756-58.1% |
| Participant deferral / active EE | $5,571 | $2,927+90.3% | $4,001+39.2% | $4,297+29.6% |
| Admin fee / account holder | $10,559 | $3,688+186.3% | $4,001+163.9% | $6,935+52.3% |