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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 | $51,606+7.9% | $129,339-57.0% | $80,911-31.2% |
| Participation rate | 100.0% | 57.0%+43.0pp | 69.6%+30.4pp | 67.6%+32.4pp |
| Annual return | 17.96% | 20.76%-2.8pp | 9437.05%-9419.1pp | 35.63%-17.7pp |
| Employer contribution / active EE | $4,401 | $1,582+178.2% | $4,154+5.9% | $2,756+59.7% |
| Participant deferral / active EE | $3,721 | $2,669+39.4% | $4,170-10.8% | $4,297-13.4% |
| Admin fee / account holder | $2,204 | $4,310-48.9% | $7,668-71.3% | $6,935-68.2% |