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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 | $48,277+36.3% | $67,511-2.5% | $80,874-18.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 16.26% | 18.27%-2.0pp | 3517.41%-3501.1pp | 35.62%-19.4pp |
| Employer contribution / active EE | $983 | $2,021-51.4% | $2,733-64.0% | $2,756-64.3% |
| Participant deferral / active EE | $983 | $2,926-66.4% | $4,000-75.4% | $4,297-77.1% |
| Admin fee / account holder | $4,526 | $3,687+22.8% | $3,999+13.2% | $6,935-34.7% |