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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 | $60,108 | $53,837+11.6% | $75,714-20.6% | $85,847-30.0% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 14.88% | 24.54%-9.7pp | 104.62%-89.7pp | 318.61%-303.7pp |
| Employer contribution / active EE | $5,868 | $2,017+190.9% | $2,744+113.9% | $2,565+128.7% |
| Participant deferral / active EE | $4,910 | $2,895+69.6% | $3,820+28.5% | $3,952+24.2% |
| Admin fee / account holder | $1,491 | $3,339-55.4% | $3,619-58.8% | $6,261-76.2% |