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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 | $70,508 | $129,737-45.7% | $119,126-40.8% | $154,746-54.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 14.78% | 379.08%-364.3pp | 282.11%-267.3pp | 172.34%-157.6pp |
| Employer contribution / active EE | $2,047 | $4,375-53.2% | $4,034-49.2% | $4,379-53.2% |
| Participant deferral / active EE | $12,543 | $5,842+114.7% | $5,318+135.9% | $6,730+86.4% |
| Admin fee / account holder | $3,439 | $11,961-71.2% | $10,693-67.8% | $14,365-76.1% |