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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 | $55,769 | $167,352-66.7% | $143,788-61.2% | $134,509-58.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 76.76% | 0.47%+76.3pp | -0.03%+76.8pp | 418.13%-341.4pp |
| Employer contribution / active EE | $4,105 | $5,620-27.0% | $4,952-17.1% | $4,741-13.4% |
| Participant deferral / active EE | $7,529 | $6,447+16.8% | $5,638+33.5% | $6,400+17.6% |
| Admin fee / account holder | $831 | $18,091-95.4% | $14,675-94.3% | $11,427-92.7% |