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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 | $71,277 | $162,821-56.2% | $133,978-46.8% | $158,982-55.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 20.46% | 41.95%-21.5pp | 45.10%-24.6pp | 302.99%-282.5pp |
| Employer contribution / active EE | $5,205 | $4,976+4.6% | $3,919+32.8% | $4,763+9.3% |
| Participant deferral / active EE | $9,015 | $5,910+52.5% | $5,047+78.6% | $5,983+50.7% |
| Admin fee / account holder | $2,316 | $11,742-80.3% | $8,930-74.1% | $11,252-79.4% |