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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 | $86,936 | $85,766+1.4% | $136,297-36.2% | $70,124+24.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 14.30% | 31.45%-17.2pp | 5156.19%-5141.9pp | 73.14%-58.8pp |
| Employer contribution / active EE | $3,977 | $2,966+34.1% | $4,696-15.3% | $2,342+69.8% |
| Participant deferral / active EE | $4,005 | $5,051-20.7% | $6,247-35.9% | $3,332+20.2% |
| Admin fee / account holder | $2,019 | $5,420-62.7% | $9,244-78.2% | $4,645-56.5% |