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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 | $61,277 | $65,423-6.3% | $98,477-37.8% | $85,856-28.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 13.15% | 21.76%-8.6pp | 1493.59%-1480.4pp | 318.58%-305.4pp |
| Employer contribution / active EE | $5,812 | $2,168+168.1% | $2,961+96.3% | $2,565+126.6% |
| Participant deferral / active EE | $5,771 | $3,167+82.2% | $4,276+35.0% | $3,952+46.0% |
| Admin fee / account holder | $1,004 | $4,594-78.1% | $5,951-83.1% | $6,261-84.0% |