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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 | $62,667 | $51,631+21.4% | $129,397-51.6% | $80,925-22.6% |
| Participation rate | 97.5% | 56.9%+40.6pp | 69.6%+27.9pp | 67.7%+29.9pp |
| Annual return | 13.21% | 20.77%-7.6pp | 9453.98%-9440.8pp | 35.65%-22.4pp |
| Employer contribution / active EE | $4,688 | $1,583+196.1% | $4,154+12.8% | $2,756+70.1% |
| Participant deferral / active EE | $4,134 | $2,670+54.8% | $4,167-0.8% | $4,299-3.8% |
| Admin fee / account holder | $3,415 | $4,309-20.7% | $7,679-55.5% | $6,940-50.8% |