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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 | $66,794 | $73,988-9.7% | $96,538-30.8% | $75,177-11.2% |
| Participation rate | 97.2% | 66.4%+30.8pp | 74.3%+22.9pp | 67.2%+30.0pp |
| Annual return | 100.24% | 26.73%+73.5pp | 35.74%+64.5pp | 160.75%-60.5pp |
| Employer contribution / active EE | $6,731 | $2,930+129.7% | $3,740+80.0% | $2,671+152.0% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,943 | $5,220-62.8% | $6,737-71.2% | $5,651-65.6% |