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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 | $65,537 | $162,812-59.7% | $133,971-51.1% | $158,966-58.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 25.46% | 41.94%-16.5pp | 45.09%-19.6pp | 302.95%-277.5pp |
| Employer contribution / active EE | $1,816 | $4,976-63.5% | $3,919-53.7% | $4,762-61.9% |
| Participant deferral / active EE | $2,084 | $5,910-64.7% | $5,047-58.7% | $5,983-65.2% |
| Admin fee / account holder | $2,473 | $11,741-78.9% | $8,929-72.3% | $11,250-78.0% |