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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 | $51,606+10.0% | $129,339-56.1% | $80,911-29.8% |
| Participation rate | 100.0% | 57.0%+43.0pp | 69.6%+30.4pp | 67.6%+32.4pp |
| Annual return | 12.62% | 20.76%-8.1pp | 9437.05%-9424.4pp | 35.63%-23.0pp |
| Employer contribution / active EE | $1,325 | $1,582-16.3% | $4,154-68.1% | $2,756-51.9% |
| Participant deferral / active EE | $4,574 | $2,669+71.4% | $4,170+9.7% | $4,297+6.4% |
| Admin fee / account holder | $6,132 | $4,310+42.3% | $7,668-20.0% | $6,935-11.6% |