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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 | $59,074 | $85,766-31.1% | $136,298-56.7% | $70,126-15.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 16.27% | 31.46%-15.2pp | 5156.27%-5140.0pp | 73.15%-56.9pp |
| Employer contribution / active EE | $2,221 | $2,966-25.1% | $4,696-52.7% | $2,343-5.2% |
| Participant deferral / active EE | $4,454 | $5,051-11.8% | $6,247-28.7% | $3,332+33.7% |
| Admin fee / account holder | $2,593 | $5,421-52.2% | $9,244-71.9% | $4,645-44.2% |