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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 | $69,276 | $152,619-54.6% | $125,195-44.7% | $152,909-54.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 13.35% | 54.85%-41.5pp | 43.79%-30.4pp | 345.46%-332.1pp |
| Employer contribution / active EE | $2,697 | $4,947-45.5% | $3,866-30.3% | $4,764-43.4% |
| Participant deferral / active EE | $8,076 | $5,869+37.6% | $4,937+63.6% | $5,851+38.0% |
| Admin fee / account holder | $1,569 | $13,437-88.3% | $9,704-83.8% | $11,601-86.5% |