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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 | $58,275-0.1% | $81,844-28.9% | $80,935-28.1% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 11.46% | 41.82%-30.4pp | 778.87%-767.4pp | 35.66%-24.2pp |
| Employer contribution / active EE | $4,731 | $2,346+101.7% | $2,916+62.2% | $2,757+71.6% |
| Participant deferral / active EE | $5,443 | $3,285+65.7% | $4,323+25.9% | $4,299+26.6% |
| Admin fee / account holder | $5,953 | $4,749+25.4% | $7,355-19.1% | $6,924-14.0% |