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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 | $88,633 | $47,479+86.7% | $62,929+40.8% | $82,448+7.5% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 11.60% | 20.34%-8.7pp | 1063.93%-1052.3pp | 41.64%-30.0pp |
| Employer contribution / active EE | $3,125 | $1,885+65.8% | $2,505+24.8% | $2,551+22.5% |
| Participant deferral / active EE | $4,936 | $2,870+72.0% | $3,888+26.9% | $4,139+19.3% |
| Admin fee / account holder | $1,271 | $3,804-66.6% | $5,065-74.9% | $7,234-82.4% |