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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 | $63,022 | $201,264-68.7% | $184,185-65.8% | $145,978-56.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.83% | 29.00%-19.2pp | 28.81%-19.0pp | 550.52%-540.7pp |
| Employer contribution / active EE | $1,863 | $7,021-73.5% | $6,426-71.0% | $4,662-60.0% |
| Participant deferral / active EE | $8,966 | $9,806-8.6% | $9,132-1.8% | $6,690+34.0% |
| Admin fee / account holder | $39,469 | $16,376+141.0% | $13,909+183.8% | $13,400+194.5% |