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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 | $59,450 | $185,883-68.0% | $170,043-65.0% | $139,466-57.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.10% | 60.54%-43.4pp | 53.40%-36.3pp | 373.66%-356.6pp |
| Employer contribution / active EE | $6,644 | $7,596-12.5% | $6,790-2.1% | $4,754+39.8% |
| Participant deferral / active EE | $5,927 | $11,626-49.0% | $10,410-43.1% | $6,712-11.7% |
| Admin fee / account holder | $6,089 | $15,393-60.4% | $12,824-52.5% | $11,409-46.6% |