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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 | $183,592-59.6% | $155,574-52.3% | $145,877-49.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.07% | 61.37%-47.3pp | 64.87%-50.8pp | 551.28%-537.2pp |
| Employer contribution / active EE | $1,613 | $5,317-69.7% | $4,676-65.5% | $4,663-65.4% |
| Participant deferral / active EE | $5,522 | $6,466-14.6% | $5,629-1.9% | $6,691-17.5% |
| Admin fee / account holder | $5,850 | $19,316-69.7% | $15,914-63.2% | $13,402-56.3% |