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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 | $54,860 | $227,291-75.9% | $214,702-74.4% | $155,188-64.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 17.17% | 60.08%-42.9pp | 54.55%-37.4pp | 148.84%-131.7pp |
| Employer contribution / active EE | $6,364 | $6,772-6.0% | $6,461-1.5% | $4,248+49.8% |
| Participant deferral / active EE | $8,478 | $9,582-11.5% | $9,147-7.3% | $6,531+29.8% |
| Admin fee / account holder | $12,586 | $20,413-38.3% | $19,830-36.5% | $14,480-13.1% |