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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 | $129,569 | $54,370+138.3% | $82,763+56.6% | $68,490+89.2% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | 24.11% | -13.67%+37.8pp | 702.45%-678.3pp | -7.85%+32.0pp |
| Employer contribution / active EE | $2,508 | $2,219+13.0% | $3,008-16.6% | $2,597-3.4% |
| Participant deferral / active EE | $4,297 | $3,247+32.3% | $4,395-2.2% | $4,028+6.7% |
| Admin fee / account holder | $4,603 | $4,398+4.7% | $5,325-13.6% | $5,403-14.8% |