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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 | $77,565 | $176,402-56.0% | $134,162-42.2% | $158,982-51.2% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 25.68% | 63.66%-38.0pp | 36.35%-10.7pp | 302.99%-277.3pp |
| Employer contribution / active EE | $3,546 | $5,042-29.7% | $3,705-4.3% | $4,763-25.6% |
| Participant deferral / active EE | $5,093 | $4,093+24.4% | $3,500+45.5% | $5,983-14.9% |
| Admin fee / account holder | $667 | $8,719-92.4% | $6,685-90.0% | $11,252-94.1% |