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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 | $67,780 | $70,430-3.8% | $96,572-29.8% | $85,851-21.0% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 13.04% | 18.58%-5.5pp | 37.79%-24.7pp | 318.63%-305.6pp |
| Employer contribution / active EE | $6,203 | $1,413+338.9% | $2,357+163.2% | $2,565+141.8% |
| Participant deferral / active EE | $2,597 | $2,894-10.3% | $3,850-32.5% | $3,952-34.3% |
| Admin fee / account holder | $3,994 | $4,996-20.1% | $6,183-35.4% | $6,261-36.2% |