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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 | $64,156 | $172,111-62.7% | $150,298-57.3% | $137,256-53.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 18.33% | 69.37%-51.0pp | 62.79%-44.5pp | 220.34%-202.0pp |
| Employer contribution / active EE | $2,015 | $4,636-56.5% | $4,154-51.5% | $4,156-51.5% |
| Participant deferral / active EE | $2,659 | $6,166-56.9% | $5,453-51.2% | $6,407-58.5% |
| Admin fee / account holder | $380 | $16,471-97.7% | $14,116-97.3% | $12,270-96.9% |