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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 | $78,742 | $162,785-51.6% | $133,959-41.2% | $158,950-50.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 8.88% | 41.94%-33.1pp | 45.09%-36.2pp | 302.91%-294.0pp |
| Employer contribution / active EE | $2,067 | $4,975-58.5% | $3,919-47.2% | $4,762-56.6% |
| Participant deferral / active EE | $3,776 | $5,910-36.1% | $5,047-25.2% | $5,983-36.9% |
| Admin fee / account holder | $1,162 | $11,738-90.1% | $8,928-87.0% | $11,248-89.7% |