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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 | $62,327 | $209,336-70.2% | $197,124-68.4% | $137,256-54.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 12.67% | 48.09%-35.4pp | 44.34%-31.7pp | 220.34%-207.7pp |
| Employer contribution / active EE | $1,675 | $6,591-74.6% | $6,227-73.1% | $4,156-59.7% |
| Participant deferral / active EE | $3,284 | $9,614-65.8% | $9,135-64.1% | $6,407-48.7% |
| Admin fee / account holder | $31,608 | $17,308+82.6% | $16,298+93.9% | $12,270+157.6% |