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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 | $63,067 | $172,111-63.4% | $150,298-58.0% | $137,256-54.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.35% | 69.37%-53.0pp | 62.79%-46.4pp | 220.34%-204.0pp |
| Employer contribution / active EE | $2,489 | $4,636-46.3% | $4,154-40.1% | $4,156-40.1% |
| Participant deferral / active EE | $5,984 | $6,166-2.9% | $5,453+9.8% | $6,407-6.6% |
| Admin fee / account holder | $1,953 | $16,471-88.1% | $14,116-86.2% | $12,270-84.1% |