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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 | $117,672 | $85,171+38.2% | $172,752-31.9% | $72,975+61.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 18.23% | 27.32%-9.1pp | 802.97%-784.7pp | 81.01%-62.8pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,254 | $3,260+61.2% | $5,198+1.1% | $3,608+45.6% |
| Admin fee / account holder | $4,374 | $5,880-25.6% | $13,955-68.7% | $5,124-14.6% |