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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 | $109,703 | $166,242-34.0% | $165,071-33.5% | $145,884-24.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 25.64% | 100.44%-74.8pp | 70.17%-44.5pp | 551.85%-526.2pp |
| Employer contribution / active EE | $2,341 | $5,283-55.7% | $4,347-46.2% | $4,662-49.8% |
| Participant deferral / active EE | $15,758 | $6,964+126.3% | $6,035+161.1% | $6,690+135.6% |
| Admin fee / account holder | $666 | $16,658-96.0% | $12,695-94.8% | $13,392-95.0% |