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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 | $26,867 | $85,766-68.7% | $136,298-80.3% | $70,126-61.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 16.49% | 31.46%-15.0pp | 5156.27%-5139.8pp | 73.15%-56.7pp |
| Employer contribution / active EE | $5,105 | $2,966+72.1% | $4,696+8.7% | $2,343+117.9% |
| Participant deferral / active EE | $6,346 | $5,051+25.6% | $6,247+1.6% | $3,332+90.5% |
| Admin fee / account holder | $1,831 | $5,421-66.2% | $9,244-80.2% | $4,645-60.6% |