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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 | $88,446 | $183,627-51.8% | $155,602-43.2% | $145,978-39.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.39% | 61.32%-48.9pp | 64.81%-52.4pp | 550.52%-538.1pp |
| Employer contribution / active EE | $2,371 | $5,316-55.4% | $4,675-49.3% | $4,662-49.1% |
| Participant deferral / active EE | $4,235 | $6,466-34.5% | $5,629-24.8% | $6,690-36.7% |
| Admin fee / account holder | $577 | $19,327-97.0% | $15,923-96.4% | $13,400-95.7% |