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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 | $64,443 | $132,634-51.4% | $115,768-44.3% | $137,256-53.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 23.94% | 160.70%-136.8pp | 100.46%-76.5pp | 220.34%-196.4pp |
| Employer contribution / active EE | $5,086 | $3,360+51.4% | $2,940+73.0% | $4,156+22.4% |
| Participant deferral / active EE | $12,844 | $5,619+128.6% | $4,917+161.2% | $6,407+100.5% |
| Admin fee / account holder | $3,176 | $15,028-78.9% | $12,439-74.5% | $12,270-74.1% |