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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 | $70,641 | $154,228-54.2% | $145,433-51.4% | $137,256-48.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 34.20% | 74.59%-40.4pp | 66.58%-32.4pp | 220.34%-186.1pp |
| Employer contribution / active EE | $2,155 | $4,804-55.2% | $4,554-52.7% | $4,156-48.2% |
| Participant deferral / active EE | $4,497 | $8,216-45.3% | $7,897-43.1% | $6,407-29.8% |
| Admin fee / account holder | $3,309 | $14,344-76.9% | $13,129-74.8% | $12,270-73.0% |