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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 | $42,068 | $45,087-6.7% | $69,483-39.5% | $72,976-42.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 66.59% | 22.67%+43.9pp | 28.99%+37.6pp | 81.02%-14.4pp |
| Employer contribution / active EE | $2,444 | $2,055+18.9% | $2,780-12.1% | $2,440+0.2% |
| Participant deferral / active EE | $6,349 | $2,603+143.9% | $3,537+79.5% | $3,608+76.0% |
| Admin fee / account holder | $1,561 | $3,057-48.9% | $3,841-59.4% | $5,124-69.5% |