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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 | $53,809 | $208,088-74.1% | $186,193-71.1% | $154,746-65.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 20.05% | 89.97%-69.9pp | 78.03%-58.0pp | 172.34%-152.3pp |
| Employer contribution / active EE | $2,698 | $4,340-37.8% | $3,918-31.1% | $4,379-38.4% |
| Participant deferral / active EE | $8,046 | $7,078+13.7% | $6,513+23.5% | $6,730+19.6% |
| Admin fee / account holder | $316 | $11,698-97.3% | $11,058-97.1% | $14,365-97.8% |