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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 | $45,644 | $127,387-64.2% | $115,038-60.3% | $125,389-63.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 6.96% | 31.28%-24.3pp | 26.14%-19.2pp | 282.24%-275.3pp |
| Employer contribution / active EE | $7,626 | $5,166+47.6% | $4,608+65.5% | $4,866+56.7% |
| Participant deferral / active EE | $4,825 | $6,423-24.9% | $6,026-19.9% | $5,352-9.8% |
| Admin fee / account holder | $43,910 | $9,516+361.4% | $8,175+437.1% | $9,541+360.2% |