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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 | $57,420 | $47,479+20.9% | $62,929-8.8% | $82,448-30.4% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 15.03% | 20.34%-5.3pp | 1063.93%-1048.9pp | 41.64%-26.6pp |
| Employer contribution / active EE | $4,841 | $1,885+156.7% | $2,505+93.3% | $2,551+89.8% |
| Participant deferral / active EE | $3,447 | $2,870+20.1% | $3,888-11.4% | $4,139-16.7% |
| Admin fee / account holder | $10,463 | $3,804+175.1% | $5,065+106.6% | $7,234+44.6% |