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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 | $68,186 | $99,994-31.8% | $146,643-53.5% | $85,847-20.6% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 13.77% | 18.93%-5.2pp | 22.75%-9.0pp | 318.61%-304.8pp |
| Employer contribution / active EE | $4,020 | $2,559+57.1% | $4,137-2.8% | $2,565+56.7% |
| Participant deferral / active EE | $5,062 | $4,006+26.4% | $5,506-8.1% | $3,952+28.1% |
| Admin fee / account holder | $6,721 | $7,703-12.7% | $10,280-34.6% | $6,261+7.4% |