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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 | $139,948-54.0% | $121,663-47.0% | $154,746-58.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 23.94% | 230.52%-206.6pp | 147.54%-123.6pp | 172.34%-148.4pp |
| Employer contribution / active EE | $5,086 | $3,521+44.5% | $3,020+68.4% | $4,379+16.1% |
| Participant deferral / active EE | $12,844 | $5,629+128.2% | $4,887+162.8% | $6,730+90.8% |
| Admin fee / account holder | $3,176 | $17,321-81.7% | $14,289-77.8% | $14,365-77.9% |