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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 | $67,268 | $111,878-39.9% | $93,727-28.2% | $145,897-53.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 8.87% | 204.28%-195.4pp | 133.83%-125.0pp | 552.29%-543.4pp |
| Employer contribution / active EE | $3,498 | $3,092+13.1% | $2,421+44.4% | $4,663-25.0% |
| Participant deferral / active EE | $5,590 | $4,920+13.6% | $4,417+26.6% | $6,689-16.4% |
| Admin fee / account holder | $610 | $10,256-94.1% | $8,292-92.6% | $13,390-95.4% |