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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 | $67,226 | $24,618+173.1% | $71,585-6.1% | $82,637-18.6% |
| Participation rate | 100.0% | 68.2%+31.8pp | 68.2%+31.8pp | 68.1%+31.9pp |
| Annual return | 15.85% | 93.17%-77.3pp | 59.26%-43.4pp | 53.51%-37.7pp |
| Employer contribution / active EE | $2,033 | $852+138.7% | $1,669+21.8% | $2,552-20.3% |
| Participant deferral / active EE | $4,026 | $1,720+134.0% | $2,923+37.7% | $4,126-2.4% |
| Admin fee / account holder | $1,873 | $3,285-43.0% | $4,712-60.2% | $7,339-74.5% |