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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 | $53,666 | $69,118-22.4% | $53,6470% | $138,895-61.4% |
| Participation rate | 100.0% | 64.0%+36.0pp | 56.3%+43.7pp | 79.9%+20.1pp |
| Annual return | 21.25% | 248.26%-227.0pp | 358.33%-337.1pp | 145.39%-124.1pp |
| Employer contribution / active EE | $6,809 | $1,189+472.4% | $962+607.7% | $4,194+62.3% |
| Participant deferral / active EE | $5,820 | $2,274+156.0% | $1,813+221.0% | $6,396-9.0% |
| Admin fee / account holder | $757 | $2,724-72.2% | $2,460-69.2% | $12,562-94.0% |