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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 | $55,441 | $63,346-12.5% | $92,240-39.9% | $70,126-20.9% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 15.04% | 530.19%-515.2pp | 176.29%-161.3pp | 73.15%-58.1pp |
| Employer contribution / active EE | $2,236 | $2,471-9.5% | $3,680-39.2% | $2,343-4.6% |
| Participant deferral / active EE | $4,653 | $2,854+63.0% | $3,897+19.4% | $3,332+39.6% |
| Admin fee / account holder | $11,302 | $3,841+194.3% | $5,194+117.6% | $4,645+143.3% |