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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 | $61,443 | $183,627-66.5% | $155,602-60.5% | $145,978-57.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.77% | 61.32%-48.5pp | 64.81%-52.0pp | 550.52%-537.7pp |
| Employer contribution / active EE | $1,528 | $5,316-71.3% | $4,675-67.3% | $4,662-67.2% |
| Participant deferral / active EE | $4,772 | $6,466-26.2% | $5,629-15.2% | $6,690-28.7% |
| Admin fee / account holder | $4,631 | $19,327-76.0% | $15,923-70.9% | $13,400-65.4% |