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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 | $50,195 | $132,634-62.2% | $115,768-56.6% | $137,256-63.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 14.16% | 160.70%-146.5pp | 100.46%-86.3pp | 220.34%-206.2pp |
| Employer contribution / active EE | $2,253 | $3,360-33.0% | $2,940-23.4% | $4,156-45.8% |
| Participant deferral / active EE | $5,779 | $5,619+2.9% | $4,917+17.5% | $6,407-9.8% |
| Admin fee / account holder | $4,945 | $15,028-67.1% | $12,439-60.2% | $12,270-59.7% |