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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 | $56,762 | $51,638+9.9% | $129,406-56.1% | $80,959-29.9% |
| Participation rate | 100.0% | 56.9%+43.1pp | 69.6%+30.4pp | 67.7%+32.3pp |
| Annual return | 12.62% | 20.78%-8.2pp | 9468.18%-9455.6pp | 35.67%-23.0pp |
| Employer contribution / active EE | $1,325 | $1,584-16.3% | $4,155-68.1% | $2,757-52.0% |
| Participant deferral / active EE | $4,574 | $2,670+71.3% | $4,167+9.8% | $4,300+6.4% |
| Admin fee / account holder | $6,132 | $4,313+42.2% | $7,689-20.2% | $6,925-11.4% |