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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 | $70,728 | $69,274+2.1% | $64,097+10.3% | $139,487-49.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.26% | 46.00%-34.7pp | 33.75%-22.5pp | 373.84%-362.6pp |
| Employer contribution / active EE | $5,422 | $3,187+70.1% | $2,750+97.1% | $4,755+14.0% |
| Participant deferral / active EE | $3,454 | $4,685-26.3% | $3,881-11.0% | $6,713-48.5% |
| Admin fee / account holder | $8,421 | $4,247+98.3% | $3,070+174.3% | $11,407-26.2% |