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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 | $69,003 | $70,366-1.9% | $66,674+3.5% | $138,895-50.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 16.63% | 386.41%-369.8pp | 321.24%-304.6pp | 145.39%-128.8pp |
| Employer contribution / active EE | $1,697 | $2,765-38.6% | $2,620-35.2% | $4,194-59.6% |
| Participant deferral / active EE | $3,394 | $4,374-22.4% | $4,084-16.9% | $6,396-46.9% |
| Admin fee / account holder | $675 | $5,262-87.2% | $5,098-86.8% | $12,562-94.6% |