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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 | $59,588 | $208,088-71.4% | $186,193-68.0% | $154,746-61.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 14.67% | 89.97%-75.3pp | 78.03%-63.4pp | 172.34%-157.7pp |
| Employer contribution / active EE | $1,284 | $4,340-70.4% | $3,918-67.2% | $4,379-70.7% |
| Participant deferral / active EE | $7,668 | $7,078+8.3% | $6,513+17.7% | $6,730+13.9% |
| Admin fee / account holder | $4,246 | $11,698-63.7% | $11,058-61.6% | $14,365-70.4% |