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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 | $73,883 | $197,637-62.6% | $177,848-58.5% | $158,982-53.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 32.27% | 58.77%-26.5pp | 48.33%-16.1pp | 302.99%-270.7pp |
| Employer contribution / active EE | $3,658 | $6,698-45.4% | $5,919-38.2% | $4,763-23.2% |
| Participant deferral / active EE | $10,419 | $8,405+24.0% | $7,714+35.1% | $5,983+74.1% |
| Admin fee / account holder | $4,143 | $15,406-73.1% | $12,431-66.7% | $11,252-63.2% |