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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 | $75,731 | $208,088-63.6% | $186,193-59.3% | $154,746-51.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 20.83% | 89.97%-69.1pp | 78.03%-57.2pp | 172.34%-151.5pp |
| Employer contribution / active EE | $1,232 | $4,340-71.6% | $3,918-68.6% | $4,379-71.9% |
| Participant deferral / active EE | $8,264 | $7,078+16.8% | $6,513+26.9% | $6,730+22.8% |
| Admin fee / account holder | $2,002 | $11,698-82.9% | $11,058-81.9% | $14,365-86.1% |