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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 | $66,809 | $85,171-21.6% | $172,752-61.3% | $72,975-8.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 24.02% | 27.32%-3.3pp | 802.97%-778.9pp | 81.01%-57.0pp |
| Employer contribution / active EE | $1,997 | $3,324-39.9% | $5,144-61.2% | $2,440-18.2% |
| Participant deferral / active EE | $3,862 | $3,260+18.5% | $5,198-25.7% | $3,608+7.1% |
| Admin fee / account holder | $5,038 | $5,880-14.3% | $13,955-63.9% | $5,124-1.7% |