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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 | $29,114 | $197,819-85.3% | $155,789-81.3% | $125,389-76.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 0.97% | 86.73%-85.8pp | 71.54%-70.6pp | 282.24%-281.3pp |
| Employer contribution / active EE | $4,057 | $4,850-16.4% | $3,839+5.7% | $4,866-16.6% |
| Participant deferral / active EE | $6,697 | $5,631+18.9% | $4,798+39.6% | $5,352+25.1% |
| Admin fee / account holder | $12,986 | $9,544+36.1% | $7,477+73.7% | $9,541+36.1% |