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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 | $64,443 | $142,354-54.7% | $125,529-48.7% | $155,188-58.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 23.94% | 306.06%-282.1pp | 202.56%-178.6pp | 148.84%-124.9pp |
| Employer contribution / active EE | $5,086 | $3,501+45.3% | $3,058+66.4% | $4,248+19.7% |
| Participant deferral / active EE | $12,844 | $5,491+133.9% | $4,813+166.9% | $6,531+96.7% |
| Admin fee / account holder | $3,176 | $19,392-83.6% | $16,298-80.5% | $14,480-78.1% |