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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 | $68,510 | $115,796-40.8% | $101,264-32.3% | $158,950-56.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 15.20% | 56.15%-41.0pp | 46.48%-31.3pp | 302.91%-287.7pp |
| Employer contribution / active EE | $2,379 | $4,175-43.0% | $3,660-35.0% | $4,762-50.0% |
| Participant deferral / active EE | $5,620 | $4,958+13.3% | $4,370+28.6% | $5,983-6.1% |
| Admin fee / account holder | $819 | $7,247-88.7% | $5,947-86.2% | $11,248-92.7% |