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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 | $61,133 | $58,258+4.9% | $81,820-25.3% | $80,925-24.5% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 16.45% | 41.76%-25.3pp | 777.93%-761.5pp | 35.65%-19.2pp |
| Employer contribution / active EE | $5,321 | $2,345+126.9% | $2,915+82.5% | $2,756+93.1% |
| Participant deferral / active EE | $7,136 | $3,284+117.3% | $4,323+65.1% | $4,299+66.0% |
| Admin fee / account holder | $5,175 | $4,976+4.0% | $7,391-30.0% | $6,940-25.4% |