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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 | $78,275 | $183,592-57.4% | $155,574-49.7% | $145,877-46.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.63% | 61.37%-48.7pp | 64.87%-52.2pp | 551.28%-538.7pp |
| Employer contribution / active EE | $3,489 | $5,317-34.4% | $4,676-25.4% | $4,663-25.2% |
| Participant deferral / active EE | $4,004 | $6,466-38.1% | $5,629-28.9% | $6,691-40.2% |
| Admin fee / account holder | $1,753 | $19,316-90.9% | $15,914-89.0% | $13,402-86.9% |