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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 | $55,764 | $110,278-49.4% | $95,740-41.8% | $139,466-60.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 20.19% | 27.19%-7.0pp | 28.41%-8.2pp | 373.66%-353.5pp |
| Employer contribution / active EE | $8,818 | $3,260+170.4% | $2,836+210.9% | $4,754+85.5% |
| Participant deferral / active EE | $6,591 | $4,674+41.0% | $4,244+55.3% | $6,712-1.8% |
| Admin fee / account holder | $2,278 | $6,613-65.6% | $5,676-59.9% | $11,409-80.0% |