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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 | $58,793 | $132,634-55.7% | $115,768-49.2% | $137,256-57.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 20.37% | 160.70%-140.3pp | 100.46%-80.1pp | 220.34%-200.0pp |
| Employer contribution / active EE | $2,698 | $3,360-19.7% | $2,940-8.2% | $4,156-35.1% |
| Participant deferral / active EE | $6,433 | $5,619+14.5% | $4,917+30.8% | $6,407+0.4% |
| Admin fee / account holder | $362 | $15,028-97.6% | $12,439-97.1% | $12,270-97.1% |