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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 | $85,145 | $55,457+53.5% | $77,361+10.1% | $94,015-9.4% |
| Participation rate | 100.0% | 69.8%+30.2pp | 75.0%+25.0pp | 70.8%+29.2pp |
| Annual return | 11.47% | 15.57%-4.1pp | 1011.54%-1000.1pp | 17.84%-6.4pp |
| Employer contribution / active EE | $5,075 | $2,255+125.1% | $2,990+69.7% | $2,790+81.9% |
| Participant deferral / active EE | $6,728 | $3,069+119.2% | $3,911+72.0% | $4,249+58.3% |
| Admin fee / account holder | $4,000 | $4,334-7.7% | $5,894-32.1% | $8,951-55.3% |