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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 | $65,269 | $85,171-23.4% | $172,753-62.2% | $72,976-10.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 21.23% | 27.32%-6.1pp | 803.00%-781.8pp | 81.02%-59.8pp |
| Employer contribution / active EE | $4,087 | $3,324+23.0% | $5,144-20.5% | $2,440+67.5% |
| Participant deferral / active EE | $3,020 | $3,260-7.4% | $5,198-41.9% | $3,608-16.3% |
| Admin fee / account holder | $16,380 | $5,880+178.6% | $13,956+17.4% | $5,124+219.7% |