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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 | $72,536 | $183,592-60.5% | $155,574-53.4% | $145,877-50.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.28% | 61.37%-48.1pp | 64.87%-51.6pp | 551.28%-538.0pp |
| Employer contribution / active EE | $3,686 | $5,317-30.7% | $4,676-21.2% | $4,663-21.0% |
| Participant deferral / active EE | $12,050 | $6,466+86.4% | $5,629+114.1% | $6,691+80.1% |
| Admin fee / account holder | $2,988 | $19,316-84.5% | $15,914-81.2% | $13,402-77.7% |