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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 | $69,285 | $183,592-62.3% | $155,574-55.5% | $145,877-52.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.75% | 61.37%-50.6pp | 64.87%-54.1pp | 551.28%-540.5pp |
| Employer contribution / active EE | $2,078 | $5,317-60.9% | $4,676-55.6% | $4,663-55.4% |
| Participant deferral / active EE | $6,250 | $6,466-3.3% | $5,629+11.0% | $6,691-6.6% |
| Admin fee / account holder | $2,280 | $19,316-88.2% | $15,914-85.7% | $13,402-83.0% |