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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 | $66,552 | $70,418-5.5% | $96,570-31.1% | $85,847-22.5% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 11.52% | 18.59%-7.1pp | 37.79%-26.3pp | 318.61%-307.1pp |
| Employer contribution / active EE | $4,551 | $1,413+222.0% | $2,357+93.1% | $2,565+77.4% |
| Participant deferral / active EE | $3,705 | $2,894+28.0% | $3,849-3.8% | $3,952-6.3% |
| Admin fee / account holder | $799 | $4,995-84.0% | $6,182-87.1% | $6,261-87.2% |