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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 | $51,638+32.0% | $68,368-0.3% | $82,448-17.3% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 14.85% | 37.53%-22.7pp | 292.57%-277.7pp | 41.64%-26.8pp |
| Employer contribution / active EE | $5,556 | $2,047+171.5% | $2,649+109.7% | $2,551+117.8% |
| Participant deferral / active EE | $5,453 | $2,914+87.2% | $4,123+32.3% | $4,139+31.7% |
| Admin fee / account holder | $1,507 | $4,643-67.5% | $5,150-70.7% | $7,234-79.2% |