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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 | $54,133 | $48,570+11.5% | $130,660-58.6% | $72,983-25.8% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.7%+28.3pp | 69.5%+30.5pp |
| Annual return | 19.14% | 38.63%-19.5pp | 1709.29%-1690.2pp | 81.01%-61.9pp |
| Employer contribution / active EE | $3,110 | $1,334+133.1% | $4,092-24.0% | $2,440+27.4% |
| Participant deferral / active EE | $1,127 | $2,384-52.7% | $3,603-68.7% | $3,608-68.8% |
| Admin fee / account holder | $2,419 | $3,549-31.8% | $5,463-55.7% | $5,124-52.8% |