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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 | $73,860 | $75,832-2.6% | $147,618-50.0% | $59,633+23.9% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 4.62% | 0.37%+4.3pp | 61.98%-57.4pp | 2041.40%-2036.8pp |
| Employer contribution / active EE | $528 | $3,485-84.8% | $5,565-90.5% | $2,203-76.0% |
| Participant deferral / active EE | $6,975 | $3,131+122.8% | $4,895+42.5% | $3,192+118.5% |
| Admin fee / account holder | $1,421 | $5,986-76.3% | $11,612-87.8% | $4,297-66.9% |