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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 | $64,154 | $116,360-44.9% | $65,566-2.2% | $139,466-54.0% |
| Participation rate | 100.0% | 67.8%+32.2pp | 64.9%+35.1pp | 80.3%+19.7pp |
| Annual return | 15.07% | 31.23%-16.2pp | 47.40%-32.3pp | 373.66%-358.6pp |
| Employer contribution / active EE | $4,410 | $2,600+69.7% | $1,692+160.7% | $4,754-7.2% |
| Participant deferral / active EE | $10,296 | $4,242+142.7% | $2,832+263.6% | $6,712+53.4% |
| Admin fee / account holder | $1,428 | $6,701-78.7% | $4,114-65.3% | $11,409-87.5% |