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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 | $54,517 | $100,139-45.6% | $85,187-36.0% | $145,884-62.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 11.60% | 84.15%-72.6pp | 66.67%-55.1pp | 551.85%-540.3pp |
| Employer contribution / active EE | $6,788 | $3,238+109.6% | $2,732+148.4% | $4,662+45.6% |
| Participant deferral / active EE | $4,498 | $5,296-15.1% | $4,525-0.6% | $6,690-32.8% |
| Admin fee / account holder | $1,171 | $7,262-83.9% | $6,162-81.0% | $13,392-91.3% |