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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 | $71,891 | $172,111-58.2% | $150,298-52.2% | $137,256-47.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.64% | 69.37%-53.7pp | 62.79%-47.1pp | 220.34%-204.7pp |
| Employer contribution / active EE | $6,569 | $4,636+41.7% | $4,154+58.1% | $4,156+58.1% |
| Participant deferral / active EE | $13,800 | $6,166+123.8% | $5,453+153.1% | $6,407+115.4% |
| Admin fee / account holder | $11,820 | $16,471-28.2% | $14,116-16.3% | $12,270-3.7% |