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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 | $53,377 | $124,351-57.1% | $109,188-51.1% | $167,553-68.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 10.51% | 26.04%-15.5pp | 25.76%-15.2pp | 478.89%-468.4pp |
| Employer contribution / active EE | $6,930 | $4,210+64.6% | $3,723+86.1% | $4,840+43.2% |
| Participant deferral / active EE | $4,202 | $5,257-20.1% | $4,654-9.7% | $6,343-33.8% |
| Admin fee / account holder | $20,501 | $7,975+157.1% | $6,755+203.5% | $12,316+66.5% |