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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 | $59,610 | $95,406-37.5% | $185,849-67.9% | $85,847-30.6% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 15.87% | 23.59%-7.7pp | 122.10%-106.2pp | 318.61%-302.7pp |
| Employer contribution / active EE | $3,760 | $3,314+13.5% | $5,169-27.2% | $2,565+46.6% |
| Participant deferral / active EE | $5,530 | $3,424+61.5% | $5,569-0.7% | $3,952+39.9% |
| Admin fee / account holder | $35,258 | $7,214+388.7% | $16,244+117.1% | $6,261+463.2% |