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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 | $68,620 | $100,060-31.4% | $149,721-54.2% | $70,126-2.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 17.56% | 27.46%-9.9pp | 1501.67%-1484.1pp | 73.15%-55.6pp |
| Employer contribution / active EE | $3,817 | $3,661+4.3% | $5,444-29.9% | $2,343+62.9% |
| Participant deferral / active EE | $7,772 | $4,982+56.0% | $6,568+18.3% | $3,332+133.3% |
| Admin fee / account holder | $1,668 | $8,285-79.9% | $11,282-85.2% | $4,645-64.1% |