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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 | $51,289 | $183,592-72.1% | $155,574-67.0% | $145,877-64.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.72% | 61.37%-51.7pp | 64.87%-55.1pp | 551.28%-541.6pp |
| Employer contribution / active EE | $3,483 | $5,317-34.5% | $4,676-25.5% | $4,663-25.3% |
| Participant deferral / active EE | $4,942 | $6,466-23.6% | $5,629-12.2% | $6,691-26.1% |
| Admin fee / account holder | $2,157 | $19,316-88.8% | $15,914-86.4% | $13,402-83.9% |