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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 | $56,546 | $201,344-71.9% | $184,243-69.3% | $145,877-61.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 22.47% | 29.01%-6.5pp | 28.82%-6.4pp | 551.28%-528.8pp |
| Employer contribution / active EE | $1,910 | $7,022-72.8% | $6,427-70.3% | $4,663-59.0% |
| Participant deferral / active EE | $8,955 | $9,807-8.7% | $9,132-1.9% | $6,691+33.8% |
| Admin fee / account holder | $3,169 | $16,382-80.7% | $13,914-77.2% | $13,402-76.4% |