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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 | $94,199 | $51,638+82.4% | $129,406-27.2% | $80,959+16.4% |
| Participation rate | 100.0% | 56.9%+43.1pp | 69.6%+30.4pp | 67.7%+32.3pp |
| Annual return | 11.15% | 20.78%-9.6pp | 9468.18%-9457.0pp | 35.67%-24.5pp |
| Employer contribution / active EE | $4,876 | $1,584+207.9% | $4,155+17.4% | $2,757+76.9% |
| Participant deferral / active EE | $6,553 | $2,670+145.4% | $4,167+57.3% | $4,300+52.4% |
| Admin fee / account holder | $3,991 | $4,313-7.5% | $7,689-48.1% | $6,925-42.4% |