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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 | $114,119-41.1% | $107,187-37.3% | $138,895-51.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 18.87% | 273.21%-254.3pp | 204.55%-185.7pp | 145.39%-126.5pp |
| Employer contribution / active EE | $14,667 | $4,059+261.4% | $3,782+287.8% | $4,194+249.7% |
| Participant deferral / active EE | $4,240 | $5,538-23.4% | $5,096-16.8% | $6,396-33.7% |
| Admin fee / account holder | $1,503 | $10,024-85.0% | $9,162-83.6% | $12,562-88.0% |