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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 | $81,265 | $181,062-55.1% | $158,223-48.6% | $155,188-47.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 32.82% | 57.39%-24.6pp | 52.09%-19.3pp | 148.84%-116.0pp |
| Employer contribution / active EE | $2,502 | $4,565-45.2% | $4,109-39.1% | $4,248-41.1% |
| Participant deferral / active EE | $3,176 | $6,134-48.2% | $5,467-41.9% | $6,531-51.4% |
| Admin fee / account holder | $7,154 | $18,825-62.0% | $16,047-55.4% | $14,480-50.6% |