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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 | $49,614 | $85,766-42.2% | $136,298-63.6% | $70,126-29.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 20.74% | 31.46%-10.7pp | 5156.27%-5135.5pp | 73.15%-52.4pp |
| Employer contribution / active EE | $5,213 | $2,966+75.8% | $4,696+11.0% | $2,343+122.5% |
| Participant deferral / active EE | $3,692 | $5,051-26.9% | $6,247-40.9% | $3,332+10.8% |
| Admin fee / account holder | $4,311 | $5,421-20.5% | $9,244-53.4% | $4,645-7.2% |