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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 | $50,675 | $114,119-55.6% | $107,187-52.7% | $138,895-63.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 13.95% | 273.21%-259.3pp | 204.55%-190.6pp | 145.39%-131.4pp |
| Employer contribution / active EE | $6,033 | $4,059+48.7% | $3,782+59.5% | $4,194+43.9% |
| Participant deferral / active EE | $6,617 | $5,538+19.5% | $5,096+29.8% | $6,396+3.4% |
| Admin fee / account holder | $1,677 | $10,024-83.3% | $9,162-81.7% | $12,562-86.7% |