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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 | $56,316 | $85,171-33.9% | $172,753-67.4% | $72,976-22.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 24.64% | 27.32%-2.7pp | 803.00%-778.4pp | 81.02%-56.4pp |
| Employer contribution / active EE | $4,813 | $3,324+44.8% | $5,144-6.4% | $2,440+97.3% |
| Participant deferral / active EE | $4,161 | $3,260+27.6% | $5,198-19.9% | $3,608+15.3% |
| Admin fee / account holder | $520 | $5,880-91.2% | $13,956-96.3% | $5,124-89.9% |