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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 | $183,539-62.3% | $155,556-55.5% | $145,897-52.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.75% | 61.31%-50.6pp | 64.84%-54.1pp | 552.29%-541.5pp |
| Employer contribution / active EE | $2,078 | $5,315-60.9% | $4,675-55.6% | $4,663-55.4% |
| Participant deferral / active EE | $6,250 | $6,467-3.4% | $5,631+11.0% | $6,689-6.6% |
| Admin fee / account holder | $2,280 | $19,275-88.2% | $15,885-85.6% | $13,390-83.0% |