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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 | $71,704 | $183,627-61.0% | $155,602-53.9% | $145,978-50.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.36% | 61.32%-52.0pp | 64.81%-55.5pp | 550.52%-541.2pp |
| Employer contribution / active EE | $2,807 | $5,316-47.2% | $4,675-40.0% | $4,662-39.8% |
| Participant deferral / active EE | $14,439 | $6,466+123.3% | $5,629+156.5% | $6,690+115.8% |
| Admin fee / account holder | $30,148 | $19,327+56.0% | $15,923+89.3% | $13,400+125.0% |