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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 | $54,235 | $183,516-70.4% | $155,534-65.1% | $145,884-62.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.34% | 61.43%-43.1pp | 64.92%-46.6pp | 551.85%-533.5pp |
| Employer contribution / active EE | $2,254 | $5,315-57.6% | $4,675-51.8% | $4,662-51.6% |
| Participant deferral / active EE | $6,759 | $6,467+4.5% | $5,630+20.0% | $6,690+1.0% |
| Admin fee / account holder | $10,231 | $19,293-47.0% | $15,900-35.7% | $13,392-23.6% |