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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 | $52,999 | $58,726-9.8% | $142,898-62.9% | $85,847-38.3% |
| Participation rate | 100.0% | 58.5%+41.5pp | 72.0%+28.0pp | 69.3%+30.7pp |
| Annual return | 17.01% | 27.73%-10.7pp | 5639.64%-5622.6pp | 318.61%-301.6pp |
| Employer contribution / active EE | $4,578 | $1,424+221.6% | $4,146+10.4% | $2,565+78.5% |
| Participant deferral / active EE | $2,976 | $2,609+14.1% | $3,838-22.5% | $3,952-24.7% |
| Admin fee / account holder | $465 | $4,234-89.0% | $6,560-92.9% | $6,261-92.6% |