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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 | $74,177 | $183,539-59.6% | $155,556-52.3% | $145,897-49.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.07% | 61.31%-47.2pp | 64.84%-50.8pp | 552.29%-538.2pp |
| Employer contribution / active EE | $1,613 | $5,315-69.7% | $4,675-65.5% | $4,663-65.4% |
| Participant deferral / active EE | $5,522 | $6,467-14.6% | $5,631-1.9% | $6,689-17.5% |
| Admin fee / account holder | $5,850 | $19,275-69.6% | $15,885-63.2% | $13,390-56.3% |