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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 | $71,604 | $77,416-7.5% | $69,464+3.1% | $152,897-53.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 14.32% | 39.08%-24.8pp | 28.98%-14.7pp | 345.43%-331.1pp |
| Employer contribution / active EE | $5,128 | $3,315+54.7% | $2,779+84.5% | $4,764+7.7% |
| Participant deferral / active EE | $2,691 | $4,413-39.0% | $3,536-23.9% | $5,851-54.0% |
| Admin fee / account holder | $537 | $6,208-91.3% | $3,840-86.0% | $11,599-95.4% |