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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 | $76,986 | $99,652-22.7% | $78,778-2.3% | $147,586-47.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 7.41% | 47.28%-39.9pp | 35.62%-28.2pp | 578.59%-571.2pp |
| Employer contribution / active EE | $3,117 | $2,796+11.5% | $1,986+57.0% | $4,876-36.1% |
| Participant deferral / active EE | $826 | $3,664-77.4% | $2,958-72.1% | $5,439-84.8% |
| Admin fee / account holder | $1,101 | $7,155-84.6% | $5,134-78.6% | $10,886-89.9% |