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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 | $63,777 | $85,766-25.6% | $136,298-53.2% | $70,126-9.1% |
| Participation rate | 98.1% | 74.2%+24.0pp | 81.9%+16.2pp | 69.5%+28.6pp |
| Annual return | 21.89% | 31.46%-9.6pp | 5156.27%-5134.4pp | 73.15%-51.3pp |
| Employer contribution / active EE | $7,407 | $2,966+149.7% | $4,696+57.8% | $2,343+216.2% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $6,424 | $5,421+18.5% | $9,244-30.5% | $4,645+38.3% |