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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 | $65,391 | $166,242-60.7% | $165,071-60.4% | $145,884-55.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 17.07% | 100.44%-83.4pp | 70.17%-53.1pp | 551.85%-534.8pp |
| Employer contribution / active EE | $4,794 | $5,283-9.3% | $4,347+10.3% | $4,662+2.8% |
| Participant deferral / active EE | $12,808 | $6,964+83.9% | $6,035+112.2% | $6,690+91.5% |
| Admin fee / account holder | $8,518 | $16,658-48.9% | $12,695-32.9% | $13,392-36.4% |