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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 | $57,304 | $149,679-61.7% | $117,039-51.0% | $147,586-61.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 16.15% | 19.31%-3.2pp | 18.95%-2.8pp | 578.59%-562.4pp |
| Employer contribution / active EE | $3,871 | $4,937-21.6% | $3,785+2.3% | $4,876-20.6% |
| Participant deferral / active EE | $8,966 | $4,912+82.5% | $3,929+128.2% | $5,439+64.9% |
| Admin fee / account holder | $6,108 | $7,856-22.3% | $5,974+2.2% | $10,886-43.9% |