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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 | $55,269 | $239,571-76.9% | $183,328-69.9% | $137,256-59.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 80.0%+20.0pp |
| Annual return | 15.16% | 35.69%-20.5pp | 29.67%-14.5pp | 220.34%-205.2pp |
| Employer contribution / active EE | $7,228 | $6,148+17.6% | $5,055+43.0% | $4,156+73.9% |
| Participant deferral / active EE | $4,225 | $7,995-47.2% | $6,795-37.8% | $6,407-34.1% |
| Admin fee / account holder | $82,132 | $30,059+173.2% | $21,427+283.3% | $12,270+569.4% |