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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 | $66,492 | $69,274-4.0% | $64,097+3.7% | $139,487-52.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 21.35% | 46.00%-24.6pp | 33.75%-12.4pp | 373.84%-352.5pp |
| Employer contribution / active EE | $8,084 | $3,187+153.7% | $2,750+194.0% | $4,755+70.0% |
| Participant deferral / active EE | $6,644 | $4,685+41.8% | $3,881+71.2% | $6,713-1.0% |
| Admin fee / account holder | $864 | $4,247-79.7% | $3,070-71.9% | $11,407-92.4% |