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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 | $54,361 | $51,184+6.2% | $66,439-18.2% | $86,983-37.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.5%+25.5pp | 69.5%+30.5pp |
| Annual return | 13.11% | 17.07%-4.0pp | 757.66%-744.6pp | 25.83%-12.7pp |
| Employer contribution / active EE | $2,937 | $2,023+45.2% | $2,637+11.4% | $2,584+13.7% |
| Participant deferral / active EE | $1,400 | $2,927-52.2% | $3,876-63.9% | $4,194-66.6% |
| Admin fee / account holder | $2,904 | $4,154-30.1% | $6,173-53.0% | $7,856-63.0% |