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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 | $70,053 | $85,766-18.3% | $136,298-48.6% | $70,126-0.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.53% | 31.46%-15.9pp | 5156.27%-5140.7pp | 73.15%-57.6pp |
| Employer contribution / active EE | $6,085 | $2,966+105.2% | $4,696+29.6% | $2,343+159.8% |
| Participant deferral / active EE | $11,341 | $5,051+124.5% | $6,247+81.5% | $3,332+240.4% |
| Admin fee / account holder | $3,510 | $5,421-35.3% | $9,244-62.0% | $4,646-24.4% |