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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 | $60,735 | $126,113-51.8% | $116,096-47.7% | $155,188-60.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 73.3%+26.7pp | 80.8%+19.2pp |
| Annual return | 15.23% | 391.72%-376.5pp | 326.25%-311.0pp | 148.84%-133.6pp |
| Employer contribution / active EE | $8,684 | $2,672+225.1% | $2,503+246.9% | $4,248+104.4% |
| Participant deferral / active EE | $5,268 | $4,162+26.6% | $3,952+33.3% | $6,531-19.3% |
| Admin fee / account holder | $1,486 | $8,045-81.5% | $7,704-80.7% | $14,480-89.7% |