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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 | $79,570 | $172,111-53.8% | $150,298-47.1% | $137,256-42.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 11.63% | 69.37%-57.7pp | 62.79%-51.2pp | 220.34%-208.7pp |
| Employer contribution / active EE | $10,376 | $4,636+123.8% | $4,154+149.8% | $4,156+149.7% |
| Participant deferral / active EE | $8,017 | $6,166+30.0% | $5,453+47.0% | $6,407+25.1% |
| Admin fee / account holder | $2,838 | $16,471-82.8% | $14,116-79.9% | $12,270-76.9% |