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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 | $65,984 | $110,307-40.2% | $96,576-31.7% | $139,456-52.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 15.41% | 26.40%-11.0pp | 25.87%-10.5pp | 373.45%-358.0pp |
| Employer contribution / active EE | $2,905 | $3,619-19.7% | $2,965-2.0% | $4,753-38.9% |
| Participant deferral / active EE | $11,043 | $5,547+99.1% | $4,851+127.7% | $6,711+64.5% |
| Admin fee / account holder | $2,062 | $11,597-82.2% | $8,253-75.0% | $11,407-81.9% |