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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 | $62,247 | $105,856-41.2% | $90,161-31.0% | $147,586-57.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 15.21% | 37.63%-22.4pp | 34.89%-19.7pp | 578.59%-563.4pp |
| Employer contribution / active EE | $4,496 | $4,126+9.0% | $3,318+35.5% | $4,876-7.8% |
| Participant deferral / active EE | $7,644 | $5,733+33.3% | $5,287+44.6% | $5,439+40.6% |
| Admin fee / account holder | $14,595 | $8,046+81.4% | $5,943+145.6% | $10,886+34.1% |