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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 | $77,156 | $85,171-9.4% | $172,753-55.3% | $72,976+5.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 17.65% | 27.32%-9.7pp | 803.00%-785.3pp | 81.02%-63.4pp |
| Employer contribution / active EE | $3,876 | $3,324+16.6% | $5,144-24.7% | $2,440+58.8% |
| Participant deferral / active EE | $4,281 | $3,260+31.3% | $5,198-17.6% | $3,608+18.7% |
| Admin fee / account holder | $27,887 | $5,880+374.2% | $13,956+99.8% | $5,124+444.2% |