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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 | $57,943 | $178,174-67.5% | $156,181-62.9% | $137,256-57.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 19.36% | 84.19%-64.8pp | 64.87%-45.5pp | 220.34%-201.0pp |
| Employer contribution / active EE | $2,078 | $4,972-58.2% | $4,294-51.6% | $4,156-50.0% |
| Participant deferral / active EE | $9,123 | $6,888+32.4% | $6,132+48.8% | $6,407+42.4% |
| Admin fee / account holder | $10,634 | $17,404-38.9% | $14,586-27.1% | $12,270-13.3% |