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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 | $55,670 | $51,638+7.8% | $129,406-57.0% | $80,959-31.2% |
| Participation rate | 100.0% | 56.9%+43.1pp | 69.6%+30.4pp | 67.7%+32.3pp |
| Annual return | 17.96% | 20.78%-2.8pp | 9468.18%-9450.2pp | 35.67%-17.7pp |
| Employer contribution / active EE | $4,401 | $1,584+177.9% | $4,155+5.9% | $2,757+59.6% |
| Participant deferral / active EE | $3,721 | $2,670+39.3% | $4,167-10.7% | $4,300-13.5% |
| Admin fee / account holder | $2,204 | $4,313-48.9% | $7,689-71.3% | $6,925-68.2% |