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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 | $45,879 | $51,642-11.2% | $129,384-64.5% | $80,935-43.3% |
| Participation rate | 100.0% | 56.9%+43.1pp | 69.6%+30.4pp | 67.7%+32.3pp |
| Annual return | 19.85% | 20.78%-0.9pp | 9461.77%-9441.9pp | 35.66%-15.8pp |
| Employer contribution / active EE | $1,707 | $1,583+7.8% | $4,153-58.9% | $2,757-38.1% |
| Participant deferral / active EE | $3,012 | $2,670+12.8% | $4,166-27.7% | $4,299-29.9% |
| Admin fee / account holder | $9,435 | $4,312+118.8% | $7,686+22.8% | $6,924+36.3% |