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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 | $57,556 | $103,164-44.2% | $90,259-36.2% | $154,746-62.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 70.7%+29.3pp | 80.7%+19.3pp |
| Annual return | 11.56% | 19.25%-7.7pp | 18.88%-7.3pp | 172.34%-160.8pp |
| Employer contribution / active EE | $6,274 | $2,532+147.8% | $2,291+173.8% | $4,379+43.3% |
| Participant deferral / active EE | $3,413 | $4,422-22.8% | $3,827-10.8% | $6,730-49.3% |
| Admin fee / account holder | $24,672 | $8,593+187.1% | $7,267+239.5% | $14,365+71.7% |