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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 | $65,804 | $53,128+23.9% | $86,582-24.0% | $70,126-6.2% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 14.89% | 27.66%-12.8pp | 965.08%-950.2pp | 73.15%-58.3pp |
| Employer contribution / active EE | $1,851 | $2,068-10.5% | $2,839-34.8% | $2,343-21.0% |
| Participant deferral / active EE | $1,851 | $2,695-31.3% | $3,609-48.7% | $3,332-44.4% |
| Admin fee / account holder | $1,665 | $3,584-53.5% | $4,904-66.0% | $4,645-64.2% |