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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 | $86,836 | $208,088-58.3% | $186,193-53.4% | $154,746-43.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 17.10% | 89.97%-72.9pp | 78.03%-60.9pp | 172.34%-155.2pp |
| Employer contribution / active EE | $2,906 | $4,340-33.0% | $3,918-25.8% | $4,379-33.6% |
| Participant deferral / active EE | $10,488 | $7,078+48.2% | $6,513+61.0% | $6,730+55.8% |
| Admin fee / account holder | $588 | $11,698-95.0% | $11,058-94.7% | $14,365-95.9% |