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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 | $73,474 | $85,766-14.3% | $136,298-46.1% | $70,126+4.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 16.10% | 31.46%-15.4pp | 5156.27%-5140.2pp | 73.15%-57.0pp |
| Employer contribution / active EE | $3,056 | $2,966+3.0% | $4,696-34.9% | $2,343+30.5% |
| Participant deferral / active EE | $7,266 | $5,051+43.8% | $6,247+16.3% | $3,332+118.1% |
| Admin fee / account holder | $500 | $5,421-90.8% | $9,244-94.6% | $4,645-89.2% |