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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 | $48,652 | $100,060-51.4% | $149,721-67.5% | $70,126-30.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 17.98% | 27.46%-9.5pp | 1501.67%-1483.7pp | 73.15%-55.2pp |
| Employer contribution / active EE | $3,927 | $3,661+7.3% | $5,444-27.9% | $2,343+67.6% |
| Participant deferral / active EE | $9,122 | $4,982+83.1% | $6,568+38.9% | $3,332+173.8% |
| Admin fee / account holder | $13,742 | $8,285+65.9% | $11,282+21.8% | $4,645+195.8% |