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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 | $71,067 | $98,776-28.1% | $149,745-52.5% | $79,856-11.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 24.33% | 27.38%-3.0pp | 276.72%-252.4pp | 31.71%-7.4pp |
| Employer contribution / active EE | $5,713 | $3,217+77.6% | $4,646+23.0% | $2,471+131.2% |
| Participant deferral / active EE | $7,211 | $5,681+26.9% | $6,843+5.4% | $3,741+92.8% |
| Admin fee / account holder | $2,194 | $6,053-63.8% | $9,312-76.4% | $5,306-58.7% |