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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 | $56,361 | $112,121-49.7% | $95,960-41.3% | $158,966-64.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 27.64% | 171.16%-143.5pp | 91.63%-64.0pp | 302.95%-275.3pp |
| Employer contribution / active EE | $1,367 | $3,199-57.3% | $2,541-46.2% | $4,762-71.3% |
| Participant deferral / active EE | $17,906 | $4,784+274.3% | $4,167+329.7% | $5,983+199.3% |
| Admin fee / account holder | $7,517 | $10,135-25.8% | $6,797+10.6% | $11,250-33.2% |