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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 | $48,327+19.4% | $67,575-14.6% | $80,935-28.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 12.65% | 18.31%-5.7pp | 3528.98%-3516.3pp | 35.66%-23.0pp |
| Employer contribution / active EE | $8,317 | $2,022+311.2% | $2,736+204.0% | $2,757+201.7% |
| Participant deferral / active EE | $4,884 | $2,927+66.8% | $4,003+22.0% | $4,299+13.6% |
| Admin fee / account holder | $1,630 | $3,692-55.9% | $3,993-59.2% | $6,924-76.5% |