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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 | $60,400 | $176,402-65.8% | $134,155-55.0% | $158,950-62.0% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 3.74% | 63.66%-59.9pp | 36.34%-32.6pp | 302.91%-299.2pp |
| Employer contribution / active EE | $2,322 | $5,042-54.0% | $3,705-37.3% | $4,762-51.2% |
| Participant deferral / active EE | $6,987 | $4,093+70.7% | $3,500+99.7% | $5,983+16.8% |
| Admin fee / account holder | $903 | $8,719-89.6% | $6,685-86.5% | $11,248-92.0% |