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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 | $67,174 | $129,737-48.2% | $119,126-43.6% | $154,746-56.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 18.87% | 379.08%-360.2pp | 282.11%-263.2pp | 172.34%-153.5pp |
| Employer contribution / active EE | $14,667 | $4,375+235.2% | $4,034+263.6% | $4,379+234.9% |
| Participant deferral / active EE | $4,240 | $5,842-27.4% | $5,318-20.3% | $6,730-37.0% |
| Admin fee / account holder | $1,503 | $11,961-87.4% | $10,693-85.9% | $14,365-89.5% |