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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 | $71,211 | $85,766-17.0% | $136,297-47.8% | $70,124+1.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 17.08% | 31.45%-14.4pp | 5156.19%-5139.1pp | 73.14%-56.1pp |
| Employer contribution / active EE | $2,472 | $2,966-16.6% | $4,696-47.3% | $2,342+5.5% |
| Participant deferral / active EE | $7,013 | $5,051+38.8% | $6,247+12.3% | $3,332+110.5% |
| Admin fee / account holder | $3,845 | $5,420-29.1% | $9,244-58.4% | $4,645-17.2% |