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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 | $77,588 | $83,337-6.9% | $67,834+14.4% | $273,972-71.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 5.44% | 259.45%-254.0pp | 138.47%-133.0pp | 41.46%-36.0pp |
| Employer contribution / active EE | $3,391 | $3,287+3.2% | $2,403+41.1% | $4,869-30.3% |
| Participant deferral / active EE | $2,469 | $4,088-39.6% | $3,160-21.9% | $5,287-53.3% |
| Admin fee / account holder | $1,081 | $6,752-84.0% | $4,622-76.6% | $10,133-89.3% |