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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 | $70,283 | $156,616-55.1% | $133,346-47.3% | $198,609-64.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 17.29% | 44.25%-27.0pp | 36.85%-19.6pp | 202.70%-185.4pp |
| Employer contribution / active EE | $2,935 | $3,368-12.9% | $2,853+2.9% | $5,055-41.9% |
| Participant deferral / active EE | $9,779 | $4,920+98.8% | $4,332+125.7% | $6,977+40.2% |
| Admin fee / account holder | $2,264 | $17,468-87.0% | $14,264-84.1% | $19,030-88.1% |