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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 | $212,386-74.2% | $199,883-72.6% | $138,895-60.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 17.17% | 47.75%-30.6pp | 43.81%-26.6pp | 145.39%-128.2pp |
| Employer contribution / active EE | $6,364 | $6,625-3.9% | $6,261+1.6% | $4,194+51.7% |
| Participant deferral / active EE | $8,478 | $9,617-11.8% | $9,138-7.2% | $6,396+32.6% |
| Admin fee / account holder | $12,586 | $18,233-31.0% | $17,268-27.1% | $12,562+0.2% |