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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 | $63,399 | $48,314+31.2% | $67,561-6.2% | $80,925-21.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 13.23% | 18.28%-5.0pp | 3525.44%-3512.2pp | 35.65%-22.4pp |
| Employer contribution / active EE | $2,801 | $2,022+38.6% | $2,735+2.4% | $2,756+1.6% |
| Participant deferral / active EE | $2,058 | $2,927-29.7% | $4,003-48.6% | $4,299-52.1% |
| Admin fee / account holder | $6,043 | $3,690+63.8% | $4,006+50.9% | $6,940-12.9% |