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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 | $67,514 | $85,171-20.7% | $172,753-60.9% | $72,976-7.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 22.42% | 27.32%-4.9pp | 803.00%-780.6pp | 81.02%-58.6pp |
| Employer contribution / active EE | $3,311 | $3,324-0.4% | $5,144-35.6% | $2,440+35.7% |
| Participant deferral / active EE | $3,721 | $3,260+14.1% | $5,198-28.4% | $3,608+3.1% |
| Admin fee / account holder | $1,144 | $5,880-80.5% | $13,956-91.8% | $5,124-77.7% |