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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 | $61,402 | $93,345-34.2% | $119,126-48.5% | $87,485-29.8% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 23.12% | 19.08%+4.0pp | 282.11%-259.0pp | 26.06%-2.9pp |
| Employer contribution / active EE | $5,000 | $3,172+57.7% | $4,034+24.0% | $2,596+92.6% |
| Participant deferral / active EE | $5,616 | $4,099+37.0% | $5,318+5.6% | $4,274+31.4% |
| Admin fee / account holder | $2,864 | $8,039-64.4% | $10,693-73.2% | $7,775-63.2% |