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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 | $63,808 | $48,570+31.4% | $130,660-51.2% | $72,976-12.6% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.7%+28.3pp | 69.5%+30.5pp |
| Annual return | 22.69% | 38.63%-15.9pp | 1709.29%-1686.6pp | 81.02%-58.3pp |
| Employer contribution / active EE | $845 | $1,334-36.7% | $4,092-79.3% | $2,440-65.4% |
| Participant deferral / active EE | $2,552 | $2,384+7.1% | $3,603-29.2% | $3,608-29.3% |
| Admin fee / account holder | $1,793 | $3,549-49.5% | $5,463-67.2% | $5,124-65.0% |