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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 | $50,404 | $156,616-67.8% | $133,346-62.2% | $198,609-74.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 14.00% | 44.25%-30.2pp | 36.85%-22.8pp | 202.70%-188.7pp |
| Employer contribution / active EE | $3,365 | $3,368-0.1% | $2,853+17.9% | $5,055-33.4% |
| Participant deferral / active EE | $3,068 | $4,920-37.6% | $4,332-29.2% | $6,977-56.0% |
| Admin fee / account holder | $1,488 | $17,468-91.5% | $14,264-89.6% | $19,030-92.2% |