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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 | $67,959 | $114,013-40.4% | $103,693-34.5% | $155,188-56.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 15.61% | 49.31%-33.7pp | 47.61%-32.0pp | 148.84%-133.2pp |
| Employer contribution / active EE | $4,188 | $3,131+33.7% | $2,920+43.4% | $4,248-1.4% |
| Participant deferral / active EE | $4,187 | $4,970-15.7% | $4,579-8.6% | $6,531-35.9% |
| Admin fee / account holder | $785 | $8,407-90.7% | $7,858-90.0% | $14,480-94.6% |