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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 | $66,873 | $61,125+9.4% | $94,057-28.9% | $87,485-23.6% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.3%+26.7pp | 68.9%+31.1pp |
| Annual return | 20.73% | 35.20%-14.5pp | 480.62%-459.9pp | 26.06%-5.3pp |
| Employer contribution / active EE | $4,224 | $2,136+97.7% | $2,933+44.0% | $2,596+62.7% |
| Participant deferral / active EE | $5,091 | $3,260+56.2% | $4,709+8.1% | $4,274+19.1% |
| Admin fee / account holder | $1,541 | $5,629-72.6% | $7,244-78.7% | $7,775-80.2% |