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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 | $63,051 | $212,386-70.3% | $199,883-68.5% | $138,895-54.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 12.50% | 47.75%-35.2pp | 43.81%-31.3pp | 145.39%-132.9pp |
| Employer contribution / active EE | $2,106 | $6,625-68.2% | $6,261-66.4% | $4,194-49.8% |
| Participant deferral / active EE | $5,437 | $9,617-43.5% | $9,138-40.5% | $6,396-15.0% |
| Admin fee / account holder | $1,135 | $18,233-93.8% | $17,268-93.4% | $12,562-91.0% |