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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 | $52,724 | $48,284+9.2% | $67,524-21.9% | $80,911-34.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 16.49% | 18.27%-1.8pp | 3519.41%-3502.9pp | 35.63%-19.1pp |
| Employer contribution / active EE | $4,492 | $2,021+122.2% | $2,734+64.3% | $2,756+63.0% |
| Participant deferral / active EE | $4,169 | $2,927+42.4% | $4,001+4.2% | $4,297-3.0% |
| Admin fee / account holder | $3,067 | $3,688-16.8% | $4,001-23.3% | $6,935-55.8% |