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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 | $87,434 | $183,516-52.4% | $155,534-43.8% | $145,884-40.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.28% | 61.43%-45.1pp | 64.92%-48.6pp | 551.85%-535.6pp |
| Employer contribution / active EE | $2,586 | $5,315-51.3% | $4,675-44.7% | $4,662-44.5% |
| Participant deferral / active EE | $5,953 | $6,467-7.9% | $5,630+5.7% | $6,690-11.0% |
| Admin fee / account holder | $2,908 | $19,293-84.9% | $15,900-81.7% | $13,392-78.3% |