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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 | $63,899 | $154,193-58.6% | $130,045-50.9% | $139,466-54.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 14.33% | 32.51%-18.2pp | -137.30%+151.6pp | 373.66%-359.3pp |
| Employer contribution / active EE | $4,689 | $5,292-11.4% | $4,321+8.5% | $4,754-1.4% |
| Participant deferral / active EE | $9,733 | $6,709+45.1% | $5,820+67.2% | $6,712+45.0% |
| Admin fee / account holder | $4,239 | $13,989-69.7% | $10,600-60.0% | $11,409-62.8% |