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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 | $68,334 | $107,733-36.6% | $92,985-26.5% | $154,746-55.8% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 12.96% | 30.39%-17.4pp | 27.99%-15.0pp | 172.34%-159.4pp |
| Employer contribution / active EE | $5,650 | $3,126+80.7% | $2,662+112.2% | $4,379+29.0% |
| Participant deferral / active EE | $6,694 | $5,053+32.5% | $4,377+52.9% | $6,730-0.5% |
| Admin fee / account holder | $19,739 | $11,369+73.6% | $9,463+108.6% | $14,365+37.4% |