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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 | $85,323 | $181,062-52.9% | $158,223-46.1% | $155,188-45.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 10.48% | 57.39%-46.9pp | 52.09%-41.6pp | 148.84%-138.4pp |
| Employer contribution / active EE | $2,398 | $4,565-47.5% | $4,109-41.6% | $4,248-43.5% |
| Participant deferral / active EE | $3,265 | $6,134-46.8% | $5,467-40.3% | $6,531-50.0% |
| Admin fee / account holder | $31,239 | $18,825+65.9% | $16,047+94.7% | $14,480+115.7% |