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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 | $68,819 | $63,703+8.0% | $93,063-26.1% | $82,448-16.5% |
| Participation rate | 100.0% | 63.8%+36.2pp | 72.1%+27.9pp | 68.1%+31.9pp |
| Annual return | 22.18% | -775.43%+797.6pp | 34.15%-12.0pp | 41.64%-19.5pp |
| Employer contribution / active EE | $3,232 | $1,729+87.0% | $2,476+30.5% | $2,551+26.7% |
| Participant deferral / active EE | $6,655 | $2,919+128.0% | $3,958+68.1% | $4,139+60.8% |
| Admin fee / account holder | $3,944 | $5,982-34.1% | $6,033-34.6% | $7,234-45.5% |