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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 | $59,144 | $47,479+24.6% | $62,929-6.0% | $82,448-28.3% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 21.99% | 20.34%+1.6pp | 1063.93%-1041.9pp | 41.64%-19.7pp |
| Employer contribution / active EE | $5,125 | $1,885+171.9% | $2,505+104.6% | $2,551+100.9% |
| Participant deferral / active EE | $10,603 | $2,870+269.4% | $3,888+172.7% | $4,139+156.2% |
| Admin fee / account holder | $1,885 | $3,804-50.4% | $5,065-62.8% | $7,234-73.9% |