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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 | $55,282 | $67,823-18.5% | $52,425+5.5% | $137,256-59.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 7.59% | 219.11%-211.5pp | 302.12%-294.5pp | 220.34%-212.7pp |
| Employer contribution / active EE | $7,014 | $1,163+503.1% | $914+667.3% | $4,156+68.8% |
| Participant deferral / active EE | $4,448 | $2,288+94.4% | $1,790+148.4% | $6,407-30.6% |
| Admin fee / account holder | $2,759 | $2,844-3.0% | $2,495+10.6% | $12,270-77.5% |