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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 | $63,646 | $104,709-39.2% | $85,705-25.7% | $167,553-62.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 14.05% | 21.45%-7.4pp | 21.49%-7.4pp | 478.89%-464.8pp |
| Employer contribution / active EE | $3,010 | $3,338-9.8% | $2,619+14.9% | $4,840-37.8% |
| Participant deferral / active EE | $7,072 | $4,827+46.5% | $3,924+80.2% | $6,343+11.5% |
| Admin fee / account holder | $34,817 | $10,036+246.9% | $6,877+406.3% | $12,316+182.7% |