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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 | $58,234+5.0% | $81,783-25.2% | $80,874-24.4% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 16.45% | 41.70%-25.3pp | 775.05%-758.6pp | 35.62%-19.2pp |
| Employer contribution / active EE | $5,321 | $2,341+127.3% | $2,913+82.7% | $2,756+93.1% |
| Participant deferral / active EE | $7,136 | $3,283+117.4% | $4,320+65.2% | $4,297+66.1% |
| Admin fee / account holder | $5,175 | $4,982+3.9% | $7,380-29.9% | $6,935-25.4% |