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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 | $55,776 | $208,088-73.2% | $186,193-70.0% | $154,746-64.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 14.45% | 89.97%-75.5pp | 78.03%-63.6pp | 172.34%-157.9pp |
| Employer contribution / active EE | $7,164 | $4,340+65.1% | $3,918+82.8% | $4,379+63.6% |
| Participant deferral / active EE | $5,345 | $7,078-24.5% | $6,513-17.9% | $6,730-20.6% |
| Admin fee / account holder | $1,078 | $11,698-90.8% | $11,058-90.3% | $14,365-92.5% |