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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 | $63,132 | $176,402-64.2% | $134,162-52.9% | $158,982-60.3% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 14.06% | 63.66%-49.6pp | 36.35%-22.3pp | 302.99%-288.9pp |
| Employer contribution / active EE | $4,041 | $5,042-19.9% | $3,705+9.1% | $4,763-15.2% |
| Participant deferral / active EE | $3,141 | $4,093-23.3% | $3,500-10.2% | $5,983-47.5% |
| Admin fee / account holder | $1,089 | $8,719-87.5% | $6,685-83.7% | $11,252-90.3% |