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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 | $69,077 | $70,366-1.8% | $66,674+3.6% | $138,895-50.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 18.74% | 386.41%-367.7pp | 321.24%-302.5pp | 145.39%-126.7pp |
| Employer contribution / active EE | $3,721 | $2,765+34.6% | $2,620+42.0% | $4,194-11.3% |
| Participant deferral / active EE | $9,064 | $4,374+107.2% | $4,084+121.9% | $6,396+41.7% |
| Admin fee / account holder | $2,168 | $5,262-58.8% | $5,098-57.5% | $12,562-82.7% |