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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 | $72,458 | $85,171-14.9% | $172,752-58.1% | $72,975-0.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 17.77% | 27.32%-9.6pp | 802.97%-785.2pp | 81.01%-63.2pp |
| Employer contribution / active EE | $2,633 | $3,324-20.8% | $5,144-48.8% | $2,440+7.9% |
| Participant deferral / active EE | $3,364 | $3,260+3.2% | $5,198-35.3% | $3,608-6.7% |
| Admin fee / account holder | $529 | $5,880-91.0% | $13,955-96.2% | $5,124-89.7% |