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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 | $57,036 | $183,592-68.9% | $155,574-63.3% | $145,877-60.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.30% | 61.37%-48.1pp | 64.87%-51.6pp | 551.28%-538.0pp |
| Employer contribution / active EE | $3,917 | $5,317-26.3% | $4,676-16.2% | $4,663-16.0% |
| Participant deferral / active EE | $8,755 | $6,466+35.4% | $5,629+55.5% | $6,691+30.9% |
| Admin fee / account holder | $4,972 | $19,316-74.3% | $15,914-68.8% | $13,402-62.9% |