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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 | $88,453 | $48,570+82.1% | $130,660-32.3% | $72,983+21.2% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.7%+28.3pp | 69.5%+30.5pp |
| Annual return | 16.58% | 38.63%-22.1pp | 1709.29%-1692.7pp | 81.01%-64.4pp |
| Employer contribution / active EE | $1,507 | $1,334+13.0% | $4,092-63.2% | $2,440-38.2% |
| Participant deferral / active EE | $2,964 | $2,384+24.4% | $3,603-17.7% | $3,608-17.8% |
| Admin fee / account holder | $4,966 | $3,549+39.9% | $5,463-9.1% | $5,124-3.1% |