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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 | $65,808 | $232,540-71.7% | $185,117-64.5% | $147,586-55.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 15.59% | 43.03%-27.4pp | 40.50%-24.9pp | 578.59%-563.0pp |
| Employer contribution / active EE | $3,660 | $5,195-29.5% | $4,182-12.5% | $4,876-24.9% |
| Participant deferral / active EE | $1,665 | $5,834-71.5% | $5,045-67.0% | $5,439-69.4% |
| Admin fee / account holder | $714 | $10,275-93.1% | $8,159-91.2% | $10,886-93.4% |