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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 | $74,439 | $152,619-51.2% | $125,195-40.5% | $152,909-51.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 13.20% | 54.85%-41.7pp | 43.79%-30.6pp | 345.46%-332.3pp |
| Employer contribution / active EE | $4,180 | $4,947-15.5% | $3,866+8.1% | $4,764-12.3% |
| Participant deferral / active EE | $4,187 | $5,869-28.7% | $4,937-15.2% | $5,851-28.4% |
| Admin fee / account holder | $674 | $13,437-95.0% | $9,704-93.1% | $11,601-94.2% |