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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 | $67,677 | $149,679-54.8% | $117,039-42.2% | $147,586-54.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 14.27% | 19.31%-5.0pp | 18.95%-4.7pp | 578.59%-564.3pp |
| Employer contribution / active EE | $9,563 | $4,937+93.7% | $3,785+152.7% | $4,876+96.1% |
| Participant deferral / active EE | $24,000 | $4,912+388.6% | $3,929+510.8% | $5,439+341.3% |
| Admin fee / account holder | $3,299 | $7,856-58.0% | $5,974-44.8% | $10,886-69.7% |