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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 | $59,079 | $58,234+1.4% | $81,783-27.8% | $80,874-27.0% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 13.24% | 41.70%-28.5pp | 775.05%-761.8pp | 35.62%-22.4pp |
| Employer contribution / active EE | $5,618 | $2,341+139.9% | $2,913+92.9% | $2,756+103.9% |
| Participant deferral / active EE | $7,272 | $3,283+121.5% | $4,320+68.3% | $4,297+69.2% |
| Admin fee / account holder | $9,111 | $4,982+82.9% | $7,380+23.5% | $6,935+31.4% |