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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 | $67,160 | $162,821-58.8% | $133,978-49.9% | $158,982-57.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 13.35% | 41.95%-28.6pp | 45.10%-31.8pp | 302.99%-289.6pp |
| Employer contribution / active EE | $4,166 | $4,976-16.3% | $3,919+6.3% | $4,763-12.5% |
| Participant deferral / active EE | $4,985 | $5,910-15.7% | $5,047-1.2% | $5,983-16.7% |
| Admin fee / account holder | $371 | $11,742-96.8% | $8,930-95.8% | $11,252-96.7% |