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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 | $59,513 | $85,766-30.6% | $136,297-56.3% | $70,124-15.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 40.03% | 31.45%+8.6pp | 5156.19%-5116.2pp | 73.14%-33.1pp |
| Employer contribution / active EE | $3,442 | $2,966+16.0% | $4,696-26.7% | $2,342+46.9% |
| Participant deferral / active EE | $8,427 | $5,051+66.8% | $6,247+34.9% | $3,332+152.9% |
| Admin fee / account holder | $3,677 | $5,420-32.2% | $9,244-60.2% | $4,645-20.9% |