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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 | $67,297 | $183,539-63.3% | $155,556-56.7% | $145,897-53.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.19% | 61.31%-44.1pp | 64.84%-47.6pp | 552.29%-535.1pp |
| Employer contribution / active EE | $2,526 | $5,315-52.5% | $4,675-46.0% | $4,663-45.8% |
| Participant deferral / active EE | $8,831 | $6,467+36.6% | $5,631+56.8% | $6,689+32.0% |
| Admin fee / account holder | $7,519 | $19,275-61.0% | $15,885-52.7% | $13,390-43.8% |