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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 | $48,314-5.7% | $67,561-32.6% | $80,925-43.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 22.46% | 18.28%+4.2pp | 3525.44%-3503.0pp | 35.65%-13.2pp |
| Employer contribution / active EE | $5,643 | $2,022+179.1% | $2,735+106.4% | $2,756+104.7% |
| Participant deferral / active EE | $15,335 | $2,927+424.0% | $4,003+283.1% | $4,299+256.7% |
| Admin fee / account holder | $9,135 | $3,690+147.6% | $4,006+128.0% | $6,940+31.6% |