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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 | $68,066 | $162,136-58.0% | $152,301-55.3% | $154,746-56.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 21.44% | 91.02%-69.6pp | 80.50%-59.1pp | 172.34%-150.9pp |
| Employer contribution / active EE | $4,472 | $4,890-8.6% | $4,624-3.3% | $4,379+2.1% |
| Participant deferral / active EE | $20,182 | $8,341+142.0% | $8,004+152.1% | $6,730+199.9% |
| Admin fee / account holder | $3,941 | $15,759-75.0% | $14,398-72.6% | $14,365-72.6% |