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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 | $65,482 | $755,339-91.3% | $379,746-82.8% | $158,950-58.8% |
| Participation rate | 100.0% | 81.8%+18.2pp | 78.4%+21.6pp | 82.0%+18.0pp |
| Annual return | 16.32% | 53.41%-37.1pp | 34.90%-18.6pp | 302.91%-286.6pp |
| Employer contribution / active EE | $2,363 | $4,685-49.6% | $3,540-33.2% | $4,762-50.4% |
| Participant deferral / active EE | $5,372 | $7,938-32.3% | $6,024-10.8% | $5,983-10.2% |
| Admin fee / account holder | $2,820 | $14,482-80.5% | $7,927-64.4% | $11,248-74.9% |