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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 | $36,017 | $85,766-58.0% | $136,298-73.6% | $70,126-48.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 16.02% | 31.46%-15.4pp | 5156.27%-5140.3pp | 73.15%-57.1pp |
| Employer contribution / active EE | $2,959 | $2,966-0.2% | $4,696-37.0% | $2,343+26.3% |
| Participant deferral / active EE | $4,724 | $5,051-6.5% | $6,247-24.4% | $3,332+41.8% |
| Admin fee / account holder | $1,303 | $5,421-76.0% | $9,244-85.9% | $4,645-72.0% |