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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 | $70,483 | $85,171-17.2% | $172,753-59.2% | $72,976-3.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.52% | 27.32%-6.8pp | 803.00%-782.5pp | 81.02%-60.5pp |
| Employer contribution / active EE | $3,888 | $3,324+17.0% | $5,144-24.4% | $2,440+59.3% |
| Participant deferral / active EE | $2,799 | $3,260-14.1% | $5,198-46.1% | $3,608-22.4% |
| Admin fee / account holder | $1,079 | $5,880-81.6% | $13,956-92.3% | $5,124-78.9% |