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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 | $65,937 | $85,766-23.1% | $136,298-51.6% | $70,126-6.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 16.67% | 31.46%-14.8pp | 5156.27%-5139.6pp | 73.15%-56.5pp |
| Employer contribution / active EE | $1,462 | $2,966-50.7% | $4,696-68.9% | $2,343-37.6% |
| Participant deferral / active EE | $4,626 | $5,051-8.4% | $6,247-26.0% | $3,332+38.8% |
| Admin fee / account holder | $3,361 | $5,421-38.0% | $9,244-63.6% | $4,645-27.7% |