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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 | $68,731 | $100,279-31.5% | $81,353-15.5% | $145,884-52.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 16.05% | 34.49%-18.4pp | 24.82%-8.8pp | 551.85%-535.8pp |
| Employer contribution / active EE | $28,955 | $2,979+871.9% | $2,464+1075.2% | $4,662+521.0% |
| Participant deferral / active EE | $4,667 | $4,611+1.2% | $3,885+20.1% | $6,690-30.2% |
| Admin fee / account holder | $8,886 | $8,206+8.3% | $5,766+54.1% | $13,392-33.6% |