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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 | $65,975 | $100,203-34.2% | $85,240-22.6% | $145,897-54.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 9.94% | 84.28%-74.3pp | 66.75%-56.8pp | 552.29%-542.4pp |
| Employer contribution / active EE | $2,763 | $3,242-14.8% | $2,735+1.0% | $4,663-40.7% |
| Participant deferral / active EE | $7,342 | $5,299+38.6% | $4,527+62.2% | $6,689+9.8% |
| Admin fee / account holder | $738 | $7,265-89.8% | $6,165-88.0% | $13,390-94.5% |