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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 | $82,788 | $183,516-54.9% | $155,534-46.8% | $145,884-43.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.16% | 61.43%-47.3pp | 64.92%-50.8pp | 551.85%-537.7pp |
| Employer contribution / active EE | $2,529 | $5,315-52.4% | $4,675-45.9% | $4,662-45.8% |
| Participant deferral / active EE | $4,502 | $6,467-30.4% | $5,630-20.0% | $6,690-32.7% |
| Admin fee / account holder | $1,085 | $19,293-94.4% | $15,900-93.2% | $13,392-91.9% |