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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 | $58,836 | $100,060-41.2% | $149,721-60.7% | $70,126-16.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 16.82% | 27.46%-10.6pp | 1501.67%-1484.8pp | 73.15%-56.3pp |
| Employer contribution / active EE | $2,339 | $3,661-36.1% | $5,444-57.0% | $2,343-0.2% |
| Participant deferral / active EE | $6,803 | $4,982+36.5% | $6,568+3.6% | $3,332+104.2% |
| Admin fee / account holder | $627 | $8,285-92.4% | $11,282-94.4% | $4,645-86.5% |