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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 | $81,314 | $80,753+0.7% | $136,298-40.3% | $62,293+30.5% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 22.66% | 35.83%-13.2pp | 5156.27%-5133.6pp | 28.90%-6.2pp |
| Employer contribution / active EE | $3,628 | $2,884+25.8% | $4,696-22.7% | $2,042+77.7% |
| Participant deferral / active EE | $9,461 | $5,164+83.2% | $6,247+51.4% | $3,169+198.5% |
| Admin fee / account holder | $1,539 | $525+192.9% | $9,244-83.4% | $479+221.1% |