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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 | $64,085 | $85,766-25.3% | $136,298-53.0% | $70,126-8.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 20.87% | 31.46%-10.6pp | 5156.27%-5135.4pp | 73.15%-52.3pp |
| Employer contribution / active EE | $3,855 | $2,966+30.0% | $4,696-17.9% | $2,343+64.6% |
| Participant deferral / active EE | $9,156 | $5,051+81.3% | $6,247+46.6% | $3,332+174.8% |
| Admin fee / account holder | $3,882 | $5,421-28.4% | $9,244-58.0% | $4,645-16.4% |