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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 | $36,052 | $183,592-80.4% | $155,574-76.8% | $145,877-75.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 31.78% | 61.37%-29.6pp | 64.87%-33.1pp | 551.28%-519.5pp |
| Employer contribution / active EE | $1,466 | $5,317-72.4% | $4,676-68.7% | $4,663-68.6% |
| Participant deferral / active EE | $6,858 | $6,466+6.1% | $5,629+21.8% | $6,691+2.5% |
| Admin fee / account holder | $10,930 | $19,316-43.4% | $15,914-31.3% | $13,402-18.4% |