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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 | $65,837 | $70,366-6.4% | $66,674-1.3% | $138,895-52.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 13.34% | 386.41%-373.1pp | 321.24%-307.9pp | 145.39%-132.1pp |
| Employer contribution / active EE | $3,278 | $2,765+18.5% | $2,620+25.1% | $4,194-21.8% |
| Participant deferral / active EE | $8,833 | $4,374+101.9% | $4,084+116.3% | $6,396+38.1% |
| Admin fee / account holder | $22,552 | $5,262+328.5% | $5,098+342.4% | $12,562+79.5% |