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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 | $69,547 | $100,060-30.5% | $149,721-53.5% | $70,126-0.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 13.68% | 27.46%-13.8pp | 1501.67%-1488.0pp | 73.15%-59.5pp |
| Employer contribution / active EE | $2,600 | $3,661-29.0% | $5,444-52.2% | $2,343+11.0% |
| Participant deferral / active EE | $7,791 | $4,982+56.4% | $6,568+18.6% | $3,332+133.8% |
| Admin fee / account holder | $13,125 | $8,285+58.4% | $11,282+16.3% | $4,645+182.5% |