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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 | $63,045 | $176,402-64.3% | $134,162-53.0% | $158,982-60.3% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 15.15% | 63.66%-48.5pp | 36.35%-21.2pp | 302.99%-287.8pp |
| Employer contribution / active EE | $3,721 | $5,042-26.2% | $3,705+0.4% | $4,763-21.9% |
| Participant deferral / active EE | $2,808 | $4,093-31.4% | $3,500-19.8% | $5,983-53.1% |
| Admin fee / account holder | $1,042 | $8,719-88.1% | $6,685-84.4% | $11,252-90.7% |