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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 | $74,165 | $172,111-56.9% | $150,298-50.7% | $137,256-46.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 13.18% | 69.37%-56.2pp | 62.79%-49.6pp | 220.34%-207.2pp |
| Employer contribution / active EE | $9,545 | $4,636+105.9% | $4,154+129.8% | $4,156+129.7% |
| Participant deferral / active EE | $3,671 | $6,166-40.5% | $5,453-32.7% | $6,407-42.7% |
| Admin fee / account holder | $1,005 | $16,471-93.9% | $14,116-92.9% | $12,270-91.8% |