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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 | $61,052 | $100,262-39.1% | $81,370-25.0% | $145,897-58.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 9.81% | 34.52%-24.7pp | 24.85%-15.0pp | 552.29%-542.5pp |
| Employer contribution / active EE | $5,844 | $2,979+96.2% | $2,464+137.2% | $4,663+25.3% |
| Participant deferral / active EE | $3,395 | $4,612-26.4% | $3,885-12.6% | $6,689-49.2% |
| Admin fee / account holder | $2,896 | $8,163-64.5% | $5,749-49.6% | $13,390-78.4% |