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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 | $65,490 | $152,592-57.1% | $125,180-47.7% | $152,885-57.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 24.00% | 54.84%-30.8pp | 43.79%-19.8pp | 345.39%-321.4pp |
| Employer contribution / active EE | $1,760 | $4,947-64.4% | $3,866-54.5% | $4,763-63.1% |
| Participant deferral / active EE | $6,958 | $5,868+18.6% | $4,937+40.9% | $5,851+18.9% |
| Admin fee / account holder | $1,449 | $13,435-89.2% | $9,703-85.1% | $11,598-87.5% |