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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 | $65,192 | $83,337-21.8% | $67,834-3.9% | $273,972-76.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 7.28% | 259.45%-252.2pp | 138.47%-131.2pp | 41.46%-34.2pp |
| Employer contribution / active EE | $9,174 | $3,287+179.1% | $2,403+281.7% | $4,869+88.4% |
| Participant deferral / active EE | $2,934 | $4,088-28.2% | $3,160-7.1% | $5,287-44.5% |
| Admin fee / account holder | $2,132 | $6,752-68.4% | $4,622-53.9% | $10,133-79.0% |