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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 | $63,267 | $64,307-1.6% | $57,347+10.3% | $125,393-49.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 2.45% | 25.14%-22.7pp | 24.40%-21.9pp | 282.23%-279.8pp |
| Employer contribution / active EE | $4,790 | $3,193+50.0% | $2,689+78.2% | $4,866-1.6% |
| Participant deferral / active EE | $5,548 | $3,847+44.2% | $3,162+75.5% | $5,351+3.7% |
| Admin fee / account holder | $57,605 | $5,242+999.0% | $3,356+1616.5% | $9,541+503.8% |