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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 | $227,399-72.3% | $189,758-66.8% | $198,609-68.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 16.35% | 61.03%-44.7pp | 52.62%-36.3pp | 202.70%-186.3pp |
| Employer contribution / active EE | $2,489 | $5,526-55.0% | $4,767-47.8% | $5,055-50.8% |
| Participant deferral / active EE | $5,984 | $6,837-12.5% | $5,856+2.2% | $6,977-14.2% |
| Admin fee / account holder | $1,953 | $25,162-92.2% | $20,388-90.4% | $19,030-89.7% |