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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 | $69,543 | $183,592-62.1% | $155,574-55.3% | $145,877-52.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.53% | 61.37%-46.8pp | 64.87%-50.3pp | 551.28%-536.8pp |
| Employer contribution / active EE | $2,774 | $5,317-47.8% | $4,676-40.7% | $4,663-40.5% |
| Participant deferral / active EE | $5,240 | $6,466-19.0% | $5,629-6.9% | $6,691-21.7% |
| Admin fee / account holder | $10,929 | $19,316-43.4% | $15,914-31.3% | $13,402-18.5% |