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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 | $75,959 | $52,279+45.3% | $89,414-15.0% | $79,852-4.9% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 13.09% | 22.16%-9.1pp | 245.50%-232.4pp | 31.72%-18.6pp |
| Employer contribution / active EE | $1,693 | $1,572+7.7% | $2,586-34.5% | $2,471-31.5% |
| Participant deferral / active EE | $3,317 | $2,740+21.0% | $3,890-14.7% | $3,740-11.3% |
| Admin fee / account holder | $2,543 | $3,356-24.2% | $4,883-47.9% | $5,306-52.1% |