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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 | $68,731 | $70,684-2.8% | $169,390-59.4% | $75,173-8.6% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.2%+22.8pp | 67.2%+32.8pp |
| Annual return | 21.27% | 36.38%-15.1pp | 406.07%-384.8pp | 160.72%-139.4pp |
| Employer contribution / active EE | $8,495 | $2,211+284.2% | $4,013+111.7% | $2,671+218.0% |
| Participant deferral / active EE | $8,309 | $4,310+92.8% | $6,222+33.5% | $4,126+101.4% |
| Admin fee / account holder | $6,535 | $5,404+20.9% | $9,015-27.5% | $5,651+15.7% |