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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 | $73,057 | $183,516-60.2% | $155,534-53.0% | $145,884-49.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.72% | 61.43%-45.7pp | 64.92%-49.2pp | 551.85%-536.1pp |
| Employer contribution / active EE | $2,203 | $5,315-58.5% | $4,675-52.9% | $4,662-52.7% |
| Participant deferral / active EE | $5,568 | $6,467-13.9% | $5,630-1.1% | $6,690-16.8% |
| Admin fee / account holder | $602 | $19,293-96.9% | $15,900-96.2% | $13,392-95.5% |