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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 | $183,516-62.2% | $155,534-55.5% | $145,884-52.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.75% | 61.43%-50.7pp | 64.92%-54.2pp | 551.85%-541.1pp |
| Employer contribution / active EE | $2,078 | $5,315-60.9% | $4,675-55.6% | $4,662-55.4% |
| Participant deferral / active EE | $6,250 | $6,467-3.3% | $5,630+11.0% | $6,690-6.6% |
| Admin fee / account holder | $2,280 | $19,293-88.2% | $15,900-85.7% | $13,392-83.0% |