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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 | $55,295 | $78,705-29.7% | $117,860-53.1% | $70,124-21.1% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 19.83% | 23.30%-3.5pp | 335.10%-315.3pp | 73.14%-53.3pp |
| Employer contribution / active EE | $2,603 | $2,223+17.1% | $3,786-31.2% | $2,342+11.1% |
| Participant deferral / active EE | $6,472 | $3,297+96.3% | $4,482+44.4% | $3,332+94.2% |
| Admin fee / account holder | $5,371 | $5,065+6.0% | $8,021-33.0% | $4,645+15.6% |