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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 | $71,256 | $183,627-61.2% | $155,602-54.2% | $145,978-51.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.46% | 61.32%-50.9pp | 64.81%-54.4pp | 550.52%-540.1pp |
| Employer contribution / active EE | $1,438 | $5,316-72.9% | $4,675-69.2% | $4,662-69.1% |
| Participant deferral / active EE | $4,050 | $6,466-37.4% | $5,629-28.0% | $6,690-39.5% |
| Admin fee / account holder | $10,340 | $19,327-46.5% | $15,923-35.1% | $13,400-22.8% |