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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 | $67,852 | $118,708-42.8% | $98,920-31.4% | $158,982-57.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 29.62% | 372.49%-342.9pp | 196.47%-166.8pp | 302.99%-273.4pp |
| Employer contribution / active EE | $4,089 | $3,334+22.7% | $2,689+52.1% | $4,763-14.1% |
| Participant deferral / active EE | $5,642 | $5,089+10.9% | $4,245+32.9% | $5,983-5.7% |
| Admin fee / account holder | $1,382 | $10,134-86.4% | $6,643-79.2% | $11,252-87.7% |