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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 | $82,086 | $176,402-53.5% | $134,162-38.8% | $158,982-48.4% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 16.93% | 63.66%-46.7pp | 36.35%-19.4pp | 302.99%-286.1pp |
| Employer contribution / active EE | $5,739 | $5,042+13.8% | $3,705+54.9% | $4,763+20.5% |
| Participant deferral / active EE | $7,074 | $4,093+72.9% | $3,500+102.1% | $5,983+18.2% |
| Admin fee / account holder | $563 | $8,719-93.5% | $6,685-91.6% | $11,252-95.0% |