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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 | $59,897 | $78,707-23.9% | $117,861-49.2% | $70,126-14.6% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 14.85% | 23.30%-8.5pp | 335.11%-320.3pp | 73.15%-58.3pp |
| Employer contribution / active EE | $4,140 | $2,223+86.2% | $3,786+9.4% | $2,343+76.8% |
| Participant deferral / active EE | $1,645 | $3,297-50.1% | $4,482-63.3% | $3,332-50.6% |
| Admin fee / account holder | $23,024 | $5,066+354.5% | $8,021+187.1% | $4,645+395.6% |