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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 | $76,497 | $49,897+53.3% | $80,648-5.1% | $75,177+1.8% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 19.19% | 34.68%-15.5pp | 937.21%-918.0pp | 160.75%-141.6pp |
| Employer contribution / active EE | $1,543 | $1,699-9.2% | $2,724-43.3% | $2,671-42.2% |
| Participant deferral / active EE | $3,030 | $2,992+1.3% | $4,443-31.8% | $4,126-26.6% |
| Admin fee / account holder | $3,064 | $3,579-14.4% | $5,382-43.1% | $5,651-45.8% |