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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 | $56,383 | $103,393-45.5% | $87,103-35.3% | $152,909-63.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 15.23% | 28.10%-12.9pp | 28.19%-13.0pp | 345.46%-330.2pp |
| Employer contribution / active EE | $6,206 | $3,221+92.7% | $2,521+146.1% | $4,764+30.3% |
| Participant deferral / active EE | $4,573 | $4,778-4.3% | $4,049+13.0% | $5,851-21.8% |
| Admin fee / account holder | $18,937 | $12,195+55.3% | $7,491+152.8% | $11,601+63.2% |