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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 | $72,027 | $228,395-68.5% | $185,861-61.2% | $158,982-54.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 26.69% | 40.82%-14.1pp | 35.96%-9.3pp | 302.99%-276.3pp |
| Employer contribution / active EE | $1,754 | $4,968-64.7% | $4,088-57.1% | $4,763-63.2% |
| Participant deferral / active EE | $13,521 | $6,417+110.7% | $5,634+140.0% | $5,983+126.0% |
| Admin fee / account holder | $555 | $11,869-95.3% | $9,503-94.2% | $11,252-95.1% |