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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 | $96,731-42.8% | $123,973-55.4% | $86,983-36.4% |
| Participation rate | 100.0% | 70.0%+30.0pp | 76.7%+23.3pp | 69.5%+30.5pp |
| Annual return | 13.36% | 17.33%-4.0pp | 388.13%-374.8pp | 25.83%-12.5pp |
| Employer contribution / active EE | $5,072 | $3,297+53.8% | $4,126+22.9% | $2,584+96.2% |
| Participant deferral / active EE | $2,603 | $4,152-37.3% | $5,247-50.4% | $4,194-37.9% |
| Admin fee / account holder | $6,986 | $8,722-19.9% | $11,799-40.8% | $7,856-11.1% |