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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 | $70,210 | $183,592-61.8% | $155,574-54.9% | $145,877-51.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.44% | 61.37%-48.9pp | 64.87%-52.4pp | 551.28%-538.8pp |
| Employer contribution / active EE | $1,989 | $5,317-62.6% | $4,676-57.5% | $4,663-57.3% |
| Participant deferral / active EE | $2,267 | $6,466-64.9% | $5,629-59.7% | $6,691-66.1% |
| Admin fee / account holder | $1,002 | $19,316-94.8% | $15,914-93.7% | $13,402-92.5% |