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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 | $59,517 | $69,248-14.1% | $64,101-7.2% | $139,466-57.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 10.23% | 45.95%-35.7pp | 33.72%-23.5pp | 373.66%-363.4pp |
| Employer contribution / active EE | $4,691 | $3,185+47.3% | $2,749+70.7% | $4,754-1.3% |
| Participant deferral / active EE | $2,759 | $4,682-41.1% | $3,881-28.9% | $6,712-58.9% |
| Admin fee / account holder | $1,571 | $4,247-63.0% | $3,070-48.8% | $11,409-86.2% |