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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 | $64,314 | $134,817-52.3% | $123,973-48.1% | $155,188-58.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 14.36% | 515.49%-501.1pp | 388.13%-373.8pp | 148.84%-134.5pp |
| Employer contribution / active EE | $2,602 | $4,425-41.2% | $4,126-36.9% | $4,248-38.7% |
| Participant deferral / active EE | $3,657 | $5,706-35.9% | $5,247-30.3% | $6,531-44.0% |
| Admin fee / account holder | $3,793 | $13,245-71.4% | $11,799-67.9% | $14,480-73.8% |