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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 | $75,338 | $48,314+55.9% | $67,561+11.5% | $80,925-6.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 17.42% | 18.28%-0.9pp | 3525.44%-3508.0pp | 35.65%-18.2pp |
| Employer contribution / active EE | $6,732 | $2,022+233.0% | $2,735+146.2% | $2,756+144.2% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $4,003-100.0% | $4,299-100.0% |
| Admin fee / account holder | $5,804 | $3,690+57.3% | $4,006+44.9% | $6,940-16.4% |