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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 | $61,036 | $157,270-61.2% | $141,173-56.8% | $152,870-60.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 26.33% | 64.33%-38.0pp | 71.40%-45.1pp | 345.34%-319.0pp |
| Employer contribution / active EE | $3,689 | $5,261-29.9% | $4,735-22.1% | $4,763-22.5% |
| Participant deferral / active EE | $14,425 | $7,110+102.9% | $6,710+115.0% | $5,850+146.6% |
| Admin fee / account holder | $3,949 | $12,121-67.4% | $10,262-61.5% | $11,597-65.9% |