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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 | $63,549 | $77,419-17.9% | $69,461-8.5% | $152,885-58.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 17.56% | 39.07%-21.5pp | 28.97%-11.4pp | 345.39%-327.8pp |
| Employer contribution / active EE | $7,342 | $3,315+121.4% | $2,779+164.1% | $4,763+54.1% |
| Participant deferral / active EE | $5,457 | $4,414+23.6% | $3,536+54.3% | $5,851-6.7% |
| Admin fee / account holder | $1,024 | $6,207-83.5% | $3,840-73.3% | $11,598-91.2% |