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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 | $70,920 | $176,794-59.9% | $146,647-51.6% | $167,553-57.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 12.36% | 24.04%-11.7pp | 22.75%-10.4pp | 478.89%-466.5pp |
| Employer contribution / active EE | $3,606 | $5,161-30.1% | $4,137-12.8% | $4,840-25.5% |
| Participant deferral / active EE | $12,405 | $6,440+92.6% | $5,506+125.3% | $6,343+95.6% |
| Admin fee / account holder | $1,732 | $13,262-86.9% | $10,281-83.1% | $12,316-85.9% |