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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 | $83,114 | $96,731-14.1% | $123,973-33.0% | $86,983-4.4% |
| Participation rate | 100.0% | 70.0%+30.0pp | 76.7%+23.3pp | 69.5%+30.5pp |
| Annual return | 17.77% | 17.33%+0.4pp | 388.13%-370.4pp | 25.83%-8.1pp |
| Employer contribution / active EE | $5,960 | $3,297+80.8% | $4,126+44.5% | $2,584+130.6% |
| Participant deferral / active EE | $6,537 | $4,152+57.5% | $5,247+24.6% | $4,194+55.9% |
| Admin fee / account holder | $2,815 | $8,722-67.7% | $11,799-76.1% | $7,856-64.2% |