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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 | $69,515 | $51,184+35.8% | $66,439+4.6% | $86,983-20.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.5%+25.5pp | 69.5%+30.5pp |
| Annual return | 14.37% | 17.07%-2.7pp | 757.66%-743.3pp | 25.83%-11.5pp |
| Employer contribution / active EE | $2,064 | $2,023+2.1% | $2,637-21.7% | $2,584-20.1% |
| Participant deferral / active EE | $1,654 | $2,927-43.5% | $3,876-57.3% | $4,194-60.6% |
| Admin fee / account holder | $1,554 | $4,154-62.6% | $6,173-74.8% | $7,856-80.2% |