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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 | $63,882 | $183,627-65.2% | $155,602-58.9% | $145,978-56.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.29% | 61.32%-47.0pp | 64.81%-50.5pp | 550.52%-536.2pp |
| Employer contribution / active EE | $1,998 | $5,316-62.4% | $4,675-57.3% | $4,662-57.1% |
| Participant deferral / active EE | $4,806 | $6,466-25.7% | $5,629-14.6% | $6,690-28.2% |
| Admin fee / account holder | $726 | $19,327-96.2% | $15,923-95.4% | $13,400-94.6% |