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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 | $40,488 | $185,856-78.2% | $170,028-76.2% | $139,456-71.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.50% | 60.52%-47.0pp | 53.39%-39.9pp | 373.45%-359.9pp |
| Employer contribution / active EE | $1,556 | $7,593-79.5% | $6,788-77.1% | $4,753-67.3% |
| Participant deferral / active EE | $5,452 | $11,623-53.1% | $10,409-47.6% | $6,711-18.8% |
| Admin fee / account holder | $6,195 | $15,387-59.7% | $12,820-51.7% | $11,407-45.7% |