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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 | $95,265 | $227,566-58.1% | $189,558-49.7% | $167,518-43.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.5%+21.5pp | 82.1%+17.9pp |
| Annual return | 19.84% | 78.43%-58.6pp | 64.19%-44.3pp | 478.71%-458.9pp |
| Employer contribution / active EE | $1,927 | $5,316-63.7% | $4,412-56.3% | $4,838-60.2% |
| Participant deferral / active EE | $18,125 | $7,002+158.8% | $6,174+193.6% | $6,342+185.8% |
| Admin fee / account holder | $1,123 | $11,881-90.6% | $9,809-88.6% | $12,312-90.9% |