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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 | $55,298 | $89,259-38.0% | $107,187-48.4% | $82,637-33.1% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 13.36% | 21.02%-7.7pp | 204.55%-191.2pp | 53.51%-40.2pp |
| Employer contribution / active EE | $5,072 | $3,080+64.7% | $3,782+34.1% | $2,552+98.7% |
| Participant deferral / active EE | $2,603 | $4,037-35.5% | $5,096-48.9% | $4,126-36.9% |
| Admin fee / account holder | $6,986 | $7,381-5.4% | $9,162-23.8% | $7,339-4.8% |