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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 | $80,790 | $139,948-42.3% | $121,663-33.6% | $154,746-47.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 12.34% | 230.52%-218.2pp | 147.54%-135.2pp | 172.34%-160.0pp |
| Employer contribution / active EE | $6,973 | $3,521+98.0% | $3,020+130.9% | $4,379+59.2% |
| Participant deferral / active EE | $13,000 | $5,629+131.0% | $4,887+166.0% | $6,730+93.2% |
| Admin fee / account holder | $56,115 | $17,321+224.0% | $14,289+292.7% | $14,365+290.6% |