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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 | $77,200 | $228,395-66.2% | $185,861-58.5% | $158,982-51.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 11.90% | 40.82%-28.9pp | 35.96%-24.1pp | 302.99%-291.1pp |
| Employer contribution / active EE | $5,942 | $4,968+19.6% | $4,088+45.4% | $4,763+24.8% |
| Participant deferral / active EE | $4,035 | $6,417-37.1% | $5,634-28.4% | $5,983-32.6% |
| Admin fee / account holder | $3,728 | $11,869-68.6% | $9,503-60.8% | $11,252-66.9% |