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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 | $65,963 | $178,174-63.0% | $156,181-57.8% | $137,256-51.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 29.37% | 84.19%-54.8pp | 64.87%-35.5pp | 220.34%-191.0pp |
| Employer contribution / active EE | $2,023 | $4,972-59.3% | $4,294-52.9% | $4,156-51.3% |
| Participant deferral / active EE | $4,135 | $6,888-40.0% | $6,132-32.6% | $6,407-35.5% |
| Admin fee / account holder | $4,449 | $17,404-74.4% | $14,586-69.5% | $12,270-63.7% |