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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 | $64,231 | $89,364-28.1% | $141,177-54.5% | $72,983-12.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 23.77% | 111.86%-88.1pp | 71.40%-47.6pp | 81.01%-57.2pp |
| Employer contribution / active EE | $6,890 | $3,115+121.2% | $4,736+45.5% | $2,440+182.4% |
| Participant deferral / active EE | $3,642 | $5,419-32.8% | $6,710-45.7% | $3,608+0.9% |
| Admin fee / account holder | $2,924 | $5,959-50.9% | $10,263-71.5% | $5,124-42.9% |