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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 | $65,366 | $110,307-40.7% | $96,576-32.3% | $139,456-53.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 14.80% | 26.40%-11.6pp | 25.87%-11.1pp | 373.45%-358.7pp |
| Employer contribution / active EE | $5,514 | $3,619+52.3% | $2,965+86.0% | $4,753+16.0% |
| Participant deferral / active EE | $12,509 | $5,547+125.5% | $4,851+157.9% | $6,711+86.4% |
| Admin fee / account holder | $53,590 | $11,597+362.1% | $8,253+549.4% | $11,407+369.8% |