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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 | $58,258+1.4% | $81,820-27.8% | $80,925-27.0% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 13.24% | 41.76%-28.5pp | 777.93%-764.7pp | 35.65%-22.4pp |
| Employer contribution / active EE | $5,618 | $2,345+139.5% | $2,915+92.7% | $2,756+103.8% |
| Participant deferral / active EE | $7,272 | $3,284+121.5% | $4,323+68.2% | $4,299+69.2% |
| Admin fee / account holder | $9,111 | $4,976+83.1% | $7,391+23.3% | $6,940+31.3% |