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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 | $63,270 | $58,726+7.7% | $142,898-55.7% | $85,851-26.3% |
| Participation rate | 100.0% | 58.5%+41.5pp | 72.0%+28.0pp | 69.3%+30.7pp |
| Annual return | 15.01% | 27.73%-12.7pp | 5639.64%-5624.6pp | 318.63%-303.6pp |
| Employer contribution / active EE | $922 | $1,424-35.2% | $4,146-77.8% | $2,565-64.1% |
| Participant deferral / active EE | $5,247 | $2,609+101.2% | $3,838+36.7% | $3,952+32.8% |
| Admin fee / account holder | $1,172 | $4,234-72.3% | $6,560-82.1% | $6,261-81.3% |