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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 | $78,781 | $72,071+9.3% | $68,368+15.2% | $137,256-42.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 17.50% | 353.14%-335.6pp | 292.57%-275.1pp | 220.34%-202.8pp |
| Employer contribution / active EE | $1,809 | $2,788-35.1% | $2,649-31.7% | $4,156-56.5% |
| Participant deferral / active EE | $6,376 | $4,410+44.6% | $4,123+54.7% | $6,407-0.5% |
| Admin fee / account holder | $723 | $5,336-86.4% | $5,150-86.0% | $12,270-94.1% |