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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 | $58,669 | $183,592-68.0% | $155,567-62.3% | $145,959-59.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.58% | 61.24%-44.7pp | 64.74%-48.2pp | 561.95%-545.4pp |
| Employer contribution / active EE | $4,271 | $5,315-19.6% | $4,674-8.6% | $4,661-8.4% |
| Participant deferral / active EE | $5,914 | $6,464-8.5% | $5,628+5.1% | $6,689-11.6% |
| Admin fee / account holder | $1,188 | $19,318-93.8% | $15,916-92.5% | $13,398-91.1% |