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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 | $63,429 | $183,539-65.4% | $155,556-59.2% | $145,897-56.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.29% | 61.31%-49.0pp | 64.84%-52.5pp | 552.29%-540.0pp |
| Employer contribution / active EE | $3,353 | $5,315-36.9% | $4,675-28.3% | $4,663-28.1% |
| Participant deferral / active EE | $5,084 | $6,467-21.4% | $5,631-9.7% | $6,689-24.0% |
| Admin fee / account holder | $3,095 | $19,275-83.9% | $15,885-80.5% | $13,390-76.9% |