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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 | $65,842 | $85,766-23.2% | $136,298-51.7% | $70,126-6.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.07% | 31.46%-16.4pp | 5156.27%-5141.2pp | 73.15%-58.1pp |
| Employer contribution / active EE | $5,689 | $2,966+91.8% | $4,696+21.2% | $2,343+142.9% |
| Participant deferral / active EE | $6,880 | $5,051+36.2% | $6,247+10.1% | $3,332+106.5% |
| Admin fee / account holder | $20,652 | $5,421+281.0% | $9,244+123.4% | $4,645+344.6% |