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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 | $64,533 | $176,402-63.4% | $134,162-51.9% | $158,982-59.4% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 16.20% | 63.66%-47.5pp | 36.35%-20.1pp | 302.99%-286.8pp |
| Employer contribution / active EE | $6,024 | $5,042+19.5% | $3,705+62.6% | $4,763+26.5% |
| Participant deferral / active EE | $963 | $4,093-76.5% | $3,500-72.5% | $5,983-83.9% |
| Admin fee / account holder | $3,145 | $8,719-63.9% | $6,685-53.0% | $11,252-72.0% |