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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 | $51,638+29.5% | $68,368-2.2% | $82,448-18.9% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 20.73% | 37.53%-16.8pp | 292.57%-271.8pp | 41.64%-20.9pp |
| Employer contribution / active EE | $4,224 | $2,047+106.4% | $2,649+59.5% | $2,551+65.6% |
| Participant deferral / active EE | $5,091 | $2,914+74.7% | $4,123+23.5% | $4,139+23.0% |
| Admin fee / account holder | $1,541 | $4,643-66.8% | $5,150-70.1% | $7,234-78.7% |