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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 | $57,615 | $162,821-64.6% | $133,978-57.0% | $158,982-63.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 19.77% | 41.95%-22.2pp | 45.10%-25.3pp | 302.99%-283.2pp |
| Employer contribution / active EE | $2,079 | $4,976-58.2% | $3,919-47.0% | $4,763-56.4% |
| Participant deferral / active EE | $2,484 | $5,910-58.0% | $5,047-50.8% | $5,983-58.5% |
| Admin fee / account holder | $3,714 | $11,742-68.4% | $8,930-58.4% | $11,252-67.0% |