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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 | $66,494 | $129,737-48.7% | $119,126-44.2% | $154,746-57.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 17.35% | 379.08%-361.7pp | 282.11%-264.8pp | 172.34%-155.0pp |
| Employer contribution / active EE | $18,801 | $4,375+329.7% | $4,034+366.1% | $4,379+329.3% |
| Participant deferral / active EE | $9,427 | $5,842+61.4% | $5,318+77.3% | $6,730+40.1% |
| Admin fee / account holder | $4,282 | $11,961-64.2% | $10,693-60.0% | $14,365-70.2% |