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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 | $63,504 | $69,248-8.3% | $64,101-0.9% | $139,466-54.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.73% | 45.95%-30.2pp | 33.72%-18.0pp | 373.66%-357.9pp |
| Employer contribution / active EE | $5,682 | $3,185+78.4% | $2,749+106.7% | $4,754+19.5% |
| Participant deferral / active EE | $2,842 | $4,682-39.3% | $3,881-26.8% | $6,712-57.7% |
| Admin fee / account holder | $623 | $4,247-85.3% | $3,070-79.7% | $11,409-94.5% |