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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 | $52,566 | $101,618-48.3% | $93,063-43.5% | $137,256-61.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 19.43% | 223.95%-204.5pp | 34.15%-14.7pp | 220.34%-200.9pp |
| Employer contribution / active EE | $3,230 | $2,707+19.3% | $2,476+30.4% | $4,156-22.3% |
| Participant deferral / active EE | $5,791 | $4,279+35.3% | $3,958+46.3% | $6,407-9.6% |
| Admin fee / account holder | $7,492 | $6,198+20.9% | $6,033+24.2% | $12,270-38.9% |