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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 | $68,356 | $114,013-40.0% | $103,693-34.1% | $155,188-56.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 17.11% | 49.31%-32.2pp | 47.61%-30.5pp | 148.84%-131.7pp |
| Employer contribution / active EE | $7,276 | $3,131+132.4% | $2,920+149.1% | $4,248+71.3% |
| Participant deferral / active EE | $4,105 | $4,970-17.4% | $4,579-10.4% | $6,531-37.1% |
| Admin fee / account holder | $719 | $8,407-91.5% | $7,858-90.9% | $14,480-95.0% |