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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 | $45,549 | $48,337-5.8% | $67,560-32.6% | $80,959-43.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 22.46% | 18.26%+4.2pp | 3533.50%-3511.0pp | 35.67%-13.2pp |
| Employer contribution / active EE | $5,643 | $2,023+179.0% | $2,737+106.2% | $2,757+104.7% |
| Participant deferral / active EE | $15,335 | $2,928+423.7% | $4,004+283.0% | $4,300+256.6% |
| Admin fee / account holder | $9,135 | $3,695+147.2% | $3,994+128.7% | $6,925+31.9% |