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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 | $50,815 | $108,825-53.3% | $156,181-67.5% | $82,448-38.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 67.00% | 20.59%+46.4pp | 64.87%+2.1pp | 41.64%+25.4pp |
| Employer contribution / active EE | $2,934 | $2,870+2.2% | $4,294-31.7% | $2,551+15.0% |
| Participant deferral / active EE | $5,739 | $4,577+25.4% | $6,132-6.4% | $4,139+38.6% |
| Admin fee / account holder | $20,715 | $9,341+121.8% | $14,586+42.0% | $7,234+186.3% |