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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 | $83,184 | $53,128+56.6% | $86,581-3.9% | $70,124+18.6% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 14.92% | 27.66%-12.7pp | 965.06%-950.1pp | 73.14%-58.2pp |
| Employer contribution / active EE | $1,954 | $2,068-5.5% | $2,840-31.2% | $2,342-16.6% |
| Participant deferral / active EE | $1,963 | $2,695-27.1% | $3,609-45.6% | $3,332-41.1% |
| Admin fee / account holder | $372 | $3,584-89.6% | $4,904-92.4% | $4,645-92.0% |