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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 | $61,056 | $50,666+20.5% | $76,657-20.4% | $65,185-6.3% |
| Participation rate | 100.0% | 68.8%+31.2pp | 72.1%+27.9pp | 70.2%+29.8pp |
| Annual return | 17.74% | 28.51%-10.8pp | 1166.74%-1149.0pp | 29.38%-11.6pp |
| Employer contribution / active EE | $3,399 | $1,575+115.8% | $2,303+47.6% | $2,177+56.2% |
| Participant deferral / active EE | $1,984 | $2,647-25.0% | $3,335-40.5% | $3,514-43.5% |
| Admin fee / account holder | $1,281 | $463+176.7% | $6,423-80.1% | $847+51.2% |