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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 | $58,224 | $58,258-0.1% | $81,820-28.8% | $80,925-28.1% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 11.46% | 41.76%-30.3pp | 777.93%-766.5pp | 35.65%-24.2pp |
| Employer contribution / active EE | $4,731 | $2,345+101.7% | $2,915+62.3% | $2,756+71.6% |
| Participant deferral / active EE | $5,443 | $3,284+65.7% | $4,323+25.9% | $4,299+26.6% |
| Admin fee / account holder | $5,953 | $4,976+19.6% | $7,391-19.4% | $6,940-14.2% |