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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 | $69,715 | $69,252+0.7% | $64,099+8.8% | $139,456-50.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 19.01% | 45.89%-26.9pp | 33.70%-14.7pp | 373.45%-354.4pp |
| Employer contribution / active EE | $1,741 | $3,184-45.3% | $2,748-36.7% | $4,753-63.4% |
| Participant deferral / active EE | $3,421 | $4,683-27.0% | $3,881-11.9% | $6,711-49.0% |
| Admin fee / account holder | $574 | $4,248-86.5% | $3,070-81.3% | $11,407-95.0% |