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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 | $68,995 | $172,111-59.9% | $150,298-54.1% | $137,256-49.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 19.63% | 69.37%-49.7pp | 62.79%-43.2pp | 220.34%-200.7pp |
| Employer contribution / active EE | $24,911 | $4,636+437.3% | $4,154+499.7% | $4,156+499.4% |
| Participant deferral / active EE | $16,251 | $6,166+163.6% | $5,453+198.0% | $6,407+153.6% |
| Admin fee / account holder | $1,811 | $16,471-89.0% | $14,116-87.2% | $12,270-85.2% |