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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 | $79,302 | $81,208-2.3% | $98,920-19.8% | $79,852-0.7% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 13.68% | 60.99%-47.3pp | 196.47%-182.8pp | 31.72%-18.0pp |
| Employer contribution / active EE | $5,787 | $1,960+195.3% | $2,689+115.2% | $2,471+134.2% |
| Participant deferral / active EE | $5,137 | $3,265+57.3% | $4,245+21.0% | $3,740+37.3% |
| Admin fee / account holder | $6,702 | $6,013+11.5% | $6,643+0.9% | $5,306+26.3% |