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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 | $65,843 | $138,076-52.3% | $123,553-46.7% | $135,380-51.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 4.87% | 153.70%-148.8pp | 119.21%-114.3pp | 519.81%-514.9pp |
| Employer contribution / active EE | $2,539 | $5,152-50.7% | $4,628-45.1% | $4,779-46.9% |
| Participant deferral / active EE | $6,283 | $6,800-7.6% | $6,426-2.2% | $5,609+12.0% |
| Admin fee / account holder | $361 | $10,917-96.7% | $9,284-96.1% | $10,828-96.7% |