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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 | $46,268 | $85,766-46.1% | $136,298-66.1% | $70,126-34.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 16.56% | 31.46%-14.9pp | 5156.27%-5139.7pp | 73.15%-56.6pp |
| Employer contribution / active EE | $5,684 | $2,966+91.6% | $4,696+21.0% | $2,343+142.6% |
| Participant deferral / active EE | $3,617 | $5,051-28.4% | $6,247-42.1% | $3,332+8.6% |
| Admin fee / account holder | $1,400 | $5,421-74.2% | $9,244-84.9% | $4,645-69.9% |