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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 | $50,912 | $85,766-40.6% | $136,298-62.6% | $70,126-27.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 16.93% | 31.46%-14.5pp | 5156.27%-5139.3pp | 73.15%-56.2pp |
| Employer contribution / active EE | $3,159 | $2,966+6.5% | $4,696-32.7% | $2,343+34.8% |
| Participant deferral / active EE | $5,320 | $5,051+5.3% | $6,247-14.8% | $3,332+59.7% |
| Admin fee / account holder | $12,877 | $5,421+137.5% | $9,244+39.3% | $4,645+177.2% |