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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 | $55,895 | $90,486-38.2% | $78,676-29.0% | $273,972-79.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 9.57% | 75.62%-66.1pp | 62.19%-52.6pp | 41.46%-31.9pp |
| Employer contribution / active EE | $2,872 | $3,175-9.5% | $2,850+0.8% | $4,869-41.0% |
| Participant deferral / active EE | $14,410 | $3,901+269.4% | $3,517+309.8% | $5,287+172.5% |
| Admin fee / account holder | $9,613 | $5,263+82.6% | $4,510+113.2% | $10,133-5.1% |