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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 | $69,621 | $91,179-23.6% | $178,499-61.0% | $79,852-12.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 17.62% | 24.19%-6.6pp | 151.10%-133.5pp | 31.72%-14.1pp |
| Employer contribution / active EE | $7,374 | $3,256+126.5% | $5,011+47.1% | $2,471+198.4% |
| Participant deferral / active EE | $4,412 | $3,236+36.4% | $5,202-15.2% | $3,740+18.0% |
| Admin fee / account holder | $332 | $6,749-95.1% | $13,986-97.6% | $5,306-93.7% |