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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 | $61,495 | $85,766-28.3% | $136,298-54.9% | $70,126-12.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.13% | 31.46%-16.3pp | 5156.27%-5141.1pp | 73.15%-58.0pp |
| Employer contribution / active EE | $1,036 | $2,966-65.1% | $4,696-77.9% | $2,343-55.8% |
| Participant deferral / active EE | $5,740 | $5,051+13.6% | $6,247-8.1% | $3,332+72.3% |
| Admin fee / account holder | $2,036 | $5,421-62.4% | $9,244-78.0% | $4,645-56.2% |