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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 | $50,158 | $85,766-41.5% | $136,298-63.2% | $70,126-28.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 19.51% | 31.46%-11.9pp | 5156.27%-5136.8pp | 73.15%-53.6pp |
| Employer contribution / active EE | $3,030 | $2,966+2.2% | $4,696-35.5% | $2,343+29.4% |
| Participant deferral / active EE | $5,838 | $5,051+15.6% | $6,247-6.5% | $3,332+75.2% |
| Admin fee / account holder | $721 | $5,421-86.7% | $9,244-92.2% | $4,645-84.5% |