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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 | $56,985 | $58,234-2.1% | $81,783-30.3% | $80,874-29.5% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 13.33% | 41.70%-28.4pp | 775.05%-761.7pp | 35.62%-22.3pp |
| Employer contribution / active EE | $4,516 | $2,341+92.9% | $2,913+55.1% | $2,756+63.9% |
| Participant deferral / active EE | $3,483 | $3,283+6.1% | $4,320-19.4% | $4,297-18.9% |
| Admin fee / account holder | $1,100 | $4,982-77.9% | $7,380-85.1% | $6,935-84.1% |