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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 | $59,476 | $171,492-65.3% | $150,734-60.5% | $198,609-70.1% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 5.70% | 804.70%-799.0pp | 600.81%-595.1pp | 202.70%-197.0pp |
| Employer contribution / active EE | $3,667 | $5,470-33.0% | $4,918-25.4% | $5,055-27.5% |
| Participant deferral / active EE | $9,524 | $6,259+52.2% | $5,610+69.8% | $6,977+36.5% |
| Admin fee / account holder | $2,246 | $17,628-87.3% | $14,905-84.9% | $19,030-88.2% |