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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 | $63,690 | $135,956-53.2% | $123,894-48.6% | $273,972-76.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 11.09% | 56.63%-45.5pp | 47.52%-36.4pp | 41.46%-30.4pp |
| Employer contribution / active EE | $14,521 | $5,170+180.9% | $4,617+214.5% | $4,869+198.3% |
| Participant deferral / active EE | $4,794 | $6,343-24.4% | $5,984-19.9% | $5,287-9.3% |
| Admin fee / account holder | $1,407 | $9,817-85.7% | $8,357-83.2% | $10,133-86.1% |