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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 | $81,301 | $165,939-51.0% | $122,354-33.6% | $147,586-44.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 12.02% | 34.56%-22.5pp | 30.28%-18.3pp | 578.59%-566.6pp |
| Employer contribution / active EE | $6,271 | $5,754+9.0% | $4,051+54.8% | $4,876+28.6% |
| Participant deferral / active EE | $1,363 | $4,005-66.0% | $3,287-58.5% | $5,439-74.9% |
| Admin fee / account holder | $1,758 | $7,425-76.3% | $5,479-67.9% | $10,886-83.9% |