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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 | $63,723 | $52,353+21.7% | $120,225-47.0% | $82,448-22.7% |
| Participation rate | 100.0% | 58.3%+41.7pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 14.32% | 61.85%-47.5pp | 439.23%-424.9pp | 41.64%-27.3pp |
| Employer contribution / active EE | $2,066 | $1,510+36.8% | $3,475-40.6% | $2,551-19.0% |
| Participant deferral / active EE | $6,303 | $2,627+140.0% | $3,999+57.6% | $4,139+52.3% |
| Admin fee / account holder | $652 | $4,363-85.1% | $5,696-88.6% | $7,234-91.0% |