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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 | $68,473 | $69,248-1.1% | $64,101+6.8% | $139,466-50.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.23% | 45.95%-31.7pp | 33.72%-19.5pp | 373.66%-359.4pp |
| Employer contribution / active EE | $5,714 | $3,185+79.4% | $2,749+107.9% | $4,754+20.2% |
| Participant deferral / active EE | $6,923 | $4,682+47.9% | $3,881+78.4% | $6,712+3.1% |
| Admin fee / account holder | $1,898 | $4,247-55.3% | $3,070-38.2% | $11,409-83.4% |