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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 | $74,796 | $58,241+28.4% | $81,780-8.5% | $80,911-7.6% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 11.62% | 41.73%-30.1pp | 776.27%-764.6pp | 35.63%-24.0pp |
| Employer contribution / active EE | $3,049 | $2,343+30.1% | $2,914+4.6% | $2,756+10.6% |
| Participant deferral / active EE | $7,243 | $3,283+120.7% | $4,321+67.6% | $4,297+68.6% |
| Admin fee / account holder | $3,283 | $4,973-34.0% | $7,384-55.5% | $6,935-52.7% |