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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 | $68,218 | $168,636-59.5% | $147,618-53.8% | $125,388-45.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 4.40% | 77.65%-73.2pp | 61.98%-57.6pp | 282.24%-277.8pp |
| Employer contribution / active EE | $4,143 | $6,252-33.7% | $5,565-25.5% | $4,866-14.9% |
| Participant deferral / active EE | $6,635 | $5,507+20.5% | $4,895+35.5% | $5,352+24.0% |
| Admin fee / account holder | $3,726 | $13,580-72.6% | $11,612-67.9% | $9,541-61.0% |