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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 | $73,730 | $47,479+55.3% | $62,929+17.2% | $82,448-10.6% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 14.99% | 20.34%-5.4pp | 1063.93%-1048.9pp | 41.64%-26.7pp |
| Employer contribution / active EE | $3,310 | $1,885+75.6% | $2,505+32.2% | $2,551+29.8% |
| Participant deferral / active EE | $3,686 | $2,870+28.4% | $3,888-5.2% | $4,139-10.9% |
| Admin fee / account holder | $2,517 | $3,804-33.8% | $5,065-50.3% | $7,234-65.2% |