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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 | $67,754 | $68,681-1.3% | $86,615-21.8% | $85,847-21.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 71.6%+28.4pp | 69.3%+30.7pp |
| Annual return | 15.24% | 20.12%-4.9pp | 63.51%-48.3pp | 318.61%-303.4pp |
| Employer contribution / active EE | $4,878 | $1,880+159.4% | $2,496+95.5% | $2,565+90.1% |
| Participant deferral / active EE | $4,027 | $2,919+37.9% | $3,699+8.9% | $3,952+1.9% |
| Admin fee / account holder | $9,347 | $5,974+56.4% | $5,830+60.3% | $6,261+49.3% |