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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 | $50,764 | $90,486-43.9% | $78,676-35.5% | $273,972-81.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 13.25% | 75.62%-62.4pp | 62.19%-48.9pp | 41.46%-28.2pp |
| Employer contribution / active EE | $6,584 | $3,175+107.4% | $2,850+131.0% | $4,869+35.2% |
| Participant deferral / active EE | $5,713 | $3,901+46.4% | $3,517+62.4% | $5,287+8.0% |
| Admin fee / account holder | $2,178 | $5,263-58.6% | $4,510-51.7% | $10,133-78.5% |