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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 | $72,433 | $51,631+40.3% | $129,397-44.0% | $80,925-10.5% |
| Participation rate | 100.0% | 56.9%+43.1pp | 69.6%+30.4pp | 67.7%+32.3pp |
| Annual return | 16.90% | 20.77%-3.9pp | 9453.98%-9437.1pp | 35.65%-18.8pp |
| Employer contribution / active EE | $2,147 | $1,583+35.6% | $4,154-48.3% | $2,756-22.1% |
| Participant deferral / active EE | $5,537 | $2,670+107.4% | $4,167+32.9% | $4,299+28.8% |
| Admin fee / account holder | $892 | $4,309-79.3% | $7,679-88.4% | $6,940-87.1% |