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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 | $79,078 | $172,111-54.1% | $150,298-47.4% | $137,256-42.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 20.67% | 69.37%-48.7pp | 62.79%-42.1pp | 220.34%-199.7pp |
| Employer contribution / active EE | $3,438 | $4,636-25.8% | $4,154-17.2% | $4,156-17.3% |
| Participant deferral / active EE | $5,270 | $6,166-14.5% | $5,453-3.3% | $6,407-17.7% |
| Admin fee / account holder | $446 | $16,471-97.3% | $14,116-96.8% | $12,270-96.4% |