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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 | $183,592-63.3% | $155,574-56.7% | $145,877-53.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.19% | 61.37%-44.2pp | 64.87%-47.7pp | 551.28%-534.1pp |
| Employer contribution / active EE | $2,526 | $5,317-52.5% | $4,676-46.0% | $4,663-45.8% |
| Participant deferral / active EE | $8,831 | $6,466+36.6% | $5,629+56.9% | $6,691+32.0% |
| Admin fee / account holder | $7,519 | $19,316-61.1% | $15,914-52.8% | $13,402-43.9% |