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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 | $47,479+19.4% | $62,929-9.9% | $82,448-31.2% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 12.95% | 20.34%-7.4pp | 1063.93%-1051.0pp | 41.64%-28.7pp |
| Employer contribution / active EE | $5,318 | $1,885+182.1% | $2,505+112.3% | $2,551+108.5% |
| Participant deferral / active EE | $6,754 | $2,870+135.3% | $3,888+73.7% | $4,139+63.2% |
| Admin fee / account holder | $2,648 | $3,804-30.4% | $5,065-47.7% | $7,234-63.4% |