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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 | $69,929 | $70,366-0.6% | $66,674+4.9% | $138,895-49.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 15.78% | 386.41%-370.6pp | 321.24%-305.5pp | 145.39%-129.6pp |
| Employer contribution / active EE | $2,418 | $2,765-12.5% | $2,620-7.7% | $4,194-42.3% |
| Participant deferral / active EE | $8,436 | $4,374+92.9% | $4,084+106.6% | $6,396+31.9% |
| Admin fee / account holder | $4,773 | $5,262-9.3% | $5,098-6.4% | $12,562-62.0% |