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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 | $86,448 | $176,402-51.0% | $134,162-35.6% | $158,982-45.6% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 14.70% | 63.66%-49.0pp | 36.35%-21.6pp | 302.99%-288.3pp |
| Employer contribution / active EE | $8,955 | $5,042+77.6% | $3,705+141.7% | $4,763+88.0% |
| Participant deferral / active EE | $2,732 | $4,093-33.3% | $3,500-21.9% | $5,983-54.3% |
| Admin fee / account holder | $751 | $8,719-91.4% | $6,685-88.8% | $11,252-93.3% |