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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 | $63,313 | $105,856-40.2% | $90,161-29.8% | $147,586-57.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 16.72% | 37.63%-20.9pp | 34.89%-18.2pp | 578.59%-561.9pp |
| Employer contribution / active EE | $5,879 | $4,126+42.5% | $3,318+77.2% | $4,876+20.6% |
| Participant deferral / active EE | $5,305 | $5,733-7.5% | $5,287+0.3% | $5,439-2.5% |
| Admin fee / account holder | $829 | $8,046-89.7% | $5,943-86.0% | $10,886-92.4% |