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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 | $68,171 | $49,976+36.4% | $66,674+2.2% | $82,637-17.5% |
| Participation rate | 100.0% | 63.1%+36.9pp | 73.7%+26.3pp | 68.1%+31.9pp |
| Annual return | 14.85% | 39.09%-24.2pp | 321.24%-306.4pp | 53.51%-38.7pp |
| Employer contribution / active EE | $5,556 | $1,988+179.4% | $2,620+112.1% | $2,552+117.7% |
| Participant deferral / active EE | $5,453 | $2,847+91.6% | $4,084+33.5% | $4,126+32.2% |
| Admin fee / account holder | $1,507 | $4,594-67.2% | $5,098-70.4% | $7,339-79.5% |