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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 | $50,330 | $48,284+4.2% | $67,524-25.5% | $80,911-37.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 14.93% | 18.27%-3.3pp | 3519.41%-3504.5pp | 35.63%-20.7pp |
| Employer contribution / active EE | $5,597 | $2,021+176.9% | $2,734+104.7% | $2,756+103.1% |
| Participant deferral / active EE | $6,036 | $2,927+106.3% | $4,001+50.9% | $4,297+40.5% |
| Admin fee / account holder | $9,089 | $3,688+146.4% | $4,001+127.2% | $6,935+31.1% |