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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 | $57,707 | $48,277+19.5% | $67,511-14.5% | $80,874-28.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 12.65% | 18.27%-5.6pp | 3517.41%-3504.8pp | 35.62%-23.0pp |
| Employer contribution / active EE | $8,317 | $2,021+311.5% | $2,733+204.4% | $2,756+201.8% |
| Participant deferral / active EE | $4,884 | $2,926+66.9% | $4,000+22.1% | $4,297+13.7% |
| Admin fee / account holder | $1,630 | $3,687-55.8% | $3,999-59.2% | $6,935-76.5% |