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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 | $53,173 | $116,203-54.2% | $93,621-43.2% | $152,909-65.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 18.41% | 35.96%-17.6pp | 32.76%-14.4pp | 345.46%-327.1pp |
| Employer contribution / active EE | $6,396 | $3,219+98.7% | $2,719+135.2% | $4,764+34.3% |
| Participant deferral / active EE | $2,294 | $4,605-50.2% | $4,070-43.6% | $5,851-60.8% |
| Admin fee / account holder | $7,663 | $10,751-28.7% | $7,890-2.9% | $11,601-33.9% |