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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 | $54,237 | $157,829-65.6% | $136,867-60.4% | $198,609-72.7% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 13.02% | 51.25%-38.2pp | 42.97%-30.0pp | 202.70%-189.7pp |
| Employer contribution / active EE | $8,846 | $3,923+125.5% | $3,547+149.4% | $5,055+75.0% |
| Participant deferral / active EE | $6,936 | $5,463+27.0% | $4,924+40.9% | $6,977-0.6% |
| Admin fee / account holder | $1,915 | $11,107-82.8% | $10,340-81.5% | $19,030-89.9% |