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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 | $64,602 | $63,342+2.0% | $92,236-30.0% | $70,131-7.9% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 19.31% | 530.15%-510.8pp | 176.29%-157.0pp | 73.14%-53.8pp |
| Employer contribution / active EE | $5,493 | $2,471+122.3% | $3,679+49.3% | $2,342+134.5% |
| Participant deferral / active EE | $6,000 | $2,854+110.3% | $3,897+54.0% | $3,332+80.1% |
| Admin fee / account holder | $2,511 | $3,840-34.6% | $5,194-51.7% | $4,645-45.9% |