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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 | $62,197 | $69,248-10.2% | $64,101-3.0% | $139,466-55.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.30% | 45.95%-30.6pp | 33.72%-18.4pp | 373.66%-358.4pp |
| Employer contribution / active EE | $2,710 | $3,185-14.9% | $2,749-1.4% | $4,754-43.0% |
| Participant deferral / active EE | $6,087 | $4,682+30.0% | $3,881+56.8% | $6,712-9.3% |
| Admin fee / account holder | $1,788 | $4,247-57.9% | $3,070-41.8% | $11,409-84.3% |