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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 | $55,229 | $201,344-72.6% | $184,243-70.0% | $145,877-62.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.44% | 29.01%-11.6pp | 28.82%-11.4pp | 551.28%-533.8pp |
| Employer contribution / active EE | $5,372 | $7,022-23.5% | $6,427-16.4% | $4,663+15.2% |
| Participant deferral / active EE | $7,941 | $9,807-19.0% | $9,132-13.0% | $6,691+18.7% |
| Admin fee / account holder | $5,378 | $16,382-67.2% | $13,914-61.3% | $13,402-59.9% |