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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 | $61,994 | $65,555-5.4% | $86,216-28.1% | $75,173-17.5% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 15.23% | 46.07%-30.8pp | 1169.42%-1154.2pp | 160.72%-145.5pp |
| Employer contribution / active EE | $2,149 | $1,553+38.3% | $2,382-9.8% | $2,671-19.5% |
| Participant deferral / active EE | $2,841 | $3,023-6.0% | $3,986-28.7% | $4,126-31.1% |
| Admin fee / account holder | $655 | $5,469-88.0% | $6,853-90.4% | $5,651-88.4% |