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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 | $75,129 | $51,631+45.5% | $129,397-41.9% | $80,925-7.2% |
| Participation rate | 100.0% | 56.9%+43.1pp | 69.6%+30.4pp | 67.7%+32.3pp |
| Annual return | 16.08% | 20.77%-4.7pp | 9453.98%-9437.9pp | 35.65%-19.6pp |
| Employer contribution / active EE | $3,977 | $1,583+151.2% | $4,154-4.3% | $2,756+44.3% |
| Participant deferral / active EE | $5,784 | $2,670+116.6% | $4,167+38.8% | $4,299+34.5% |
| Admin fee / account holder | $841 | $4,309-80.5% | $7,679-89.0% | $6,940-87.9% |