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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 | $65,807 | $48,327+36.2% | $67,575-2.6% | $80,935-18.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 16.26% | 18.31%-2.0pp | 3528.98%-3512.7pp | 35.66%-19.4pp |
| Employer contribution / active EE | $983 | $2,022-51.4% | $2,736-64.1% | $2,757-64.3% |
| Participant deferral / active EE | $983 | $2,927-66.4% | $4,003-75.4% | $4,299-77.1% |
| Admin fee / account holder | $4,526 | $3,692+22.6% | $3,993+13.4% | $6,924-34.6% |