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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 | $72,398 | $69,118+4.7% | $53,647+35.0% | $138,895-47.9% |
| Participation rate | 100.0% | 64.0%+36.0pp | 56.3%+43.7pp | 79.9%+20.1pp |
| Annual return | 22.18% | 248.26%-226.1pp | 358.33%-336.2pp | 145.39%-123.2pp |
| Employer contribution / active EE | $5,714 | $1,189+380.4% | $962+494.0% | $4,194+36.2% |
| Participant deferral / active EE | $7,901 | $2,274+247.5% | $1,813+335.8% | $6,396+23.5% |
| Admin fee / account holder | $547 | $2,724-79.9% | $2,460-77.7% | $12,562-95.6% |