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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 | $63,962 | $183,592-65.2% | $155,574-58.9% | $145,877-56.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.68% | 61.37%-49.7pp | 64.87%-53.2pp | 551.28%-539.6pp |
| Employer contribution / active EE | $1,831 | $5,317-65.6% | $4,676-60.9% | $4,663-60.7% |
| Participant deferral / active EE | $5,435 | $6,466-15.9% | $5,629-3.5% | $6,691-18.8% |
| Admin fee / account holder | $5,254 | $19,316-72.8% | $15,914-67.0% | $13,402-60.8% |