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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 | $56,706 | $51,184+10.8% | $66,439-14.6% | $86,983-34.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.5%+25.5pp | 69.5%+30.5pp |
| Annual return | 12.95% | 17.07%-4.1pp | 757.66%-744.7pp | 25.83%-12.9pp |
| Employer contribution / active EE | $5,318 | $2,023+162.9% | $2,637+101.7% | $2,584+105.8% |
| Participant deferral / active EE | $6,754 | $2,927+130.7% | $3,876+74.2% | $4,194+61.0% |
| Admin fee / account holder | $2,648 | $4,154-36.3% | $6,173-57.1% | $7,856-66.3% |