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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 | $69,475 | $227,399-69.4% | $189,758-63.4% | $198,609-65.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 19.41% | 61.03%-41.6pp | 52.62%-33.2pp | 202.70%-183.3pp |
| Employer contribution / active EE | $2,282 | $5,526-58.7% | $4,767-52.1% | $5,055-54.9% |
| Participant deferral / active EE | $5,876 | $6,837-14.0% | $5,856+0.3% | $6,977-15.8% |
| Admin fee / account holder | $1,710 | $25,162-93.2% | $20,388-91.6% | $19,030-91.0% |