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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 | $65,918 | $77,449-14.9% | $69,483-5.1% | $152,909-56.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 20.59% | 39.09%-18.5pp | 28.99%-8.4pp | 345.46%-324.9pp |
| Employer contribution / active EE | $5,859 | $3,316+76.7% | $2,780+110.8% | $4,764+23.0% |
| Participant deferral / active EE | $2,150 | $4,415-51.3% | $3,537-39.2% | $5,851-63.2% |
| Admin fee / account holder | $609 | $6,210-90.2% | $3,841-84.2% | $11,601-94.8% |