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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 | $65,232 | $115,814-43.7% | $101,275-35.6% | $158,982-59.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 9.23% | 56.16%-46.9pp | 46.48%-37.3pp | 302.99%-293.8pp |
| Employer contribution / active EE | $5,617 | $4,176+34.5% | $3,660+53.5% | $4,763+17.9% |
| Participant deferral / active EE | $10,863 | $4,958+119.1% | $4,371+148.5% | $5,983+81.5% |
| Admin fee / account holder | $362 | $7,249-95.0% | $5,948-93.9% | $11,252-96.8% |