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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 | $67,820 | $167,030-59.4% | $135,768-50.0% | $155,188-56.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 13.14% | 678.39%-665.3pp | 526.10%-513.0pp | 148.84%-135.7pp |
| Employer contribution / active EE | $5,947 | $4,132+43.9% | $3,394+75.2% | $4,248+40.0% |
| Participant deferral / active EE | $7,992 | $4,528+76.5% | $3,977+100.9% | $6,531+22.4% |
| Admin fee / account holder | $3,725 | $8,172-54.4% | $7,048-47.1% | $14,480-74.3% |