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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 | $55,571 | $115,814-52.0% | $101,275-45.1% | $158,982-65.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 12.28% | 56.16%-43.9pp | 46.48%-34.2pp | 302.99%-290.7pp |
| Employer contribution / active EE | $5,985 | $4,176+43.3% | $3,660+63.5% | $4,763+25.7% |
| Participant deferral / active EE | $2,619 | $4,958-47.2% | $4,371-40.1% | $5,983-56.2% |
| Admin fee / account holder | $1,014 | $7,249-86.0% | $5,948-83.0% | $11,252-91.0% |