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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 | $63,177 | $70,666-10.6% | $169,385-62.7% | $75,181-16.0% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.2%+22.8pp | 67.2%+32.8pp |
| Annual return | 16.17% | 36.37%-20.2pp | 405.82%-389.6pp | 160.69%-144.5pp |
| Employer contribution / active EE | $3,324 | $2,210+50.4% | $4,012-17.2% | $2,671+24.5% |
| Participant deferral / active EE | $8,689 | $4,308+101.7% | $6,221+39.7% | $4,126+110.6% |
| Admin fee / account holder | $958 | $5,402-82.3% | $9,011-89.4% | $5,650-83.0% |