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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 | $77,998 | $102,385-23.8% | $147,080-47.0% | $80,935-3.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 24.98% | 135.09%-110.1pp | 420.17%-395.2pp | 35.66%-10.7pp |
| Employer contribution / active EE | $2,659 | $3,717-28.5% | $4,933-46.1% | $2,757-3.6% |
| Participant deferral / active EE | $6,663 | $6,651+0.2% | $8,066-17.4% | $4,299+55.0% |
| Admin fee / account holder | $1,895 | $7,951-76.2% | $12,989-85.4% | $6,924-72.6% |