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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 | $109,831 | $227,566-51.7% | $189,558-42.1% | $167,518-34.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.5%+21.5pp | 82.1%+17.9pp |
| Annual return | 19.71% | 78.43%-58.7pp | 64.19%-44.5pp | 478.71%-459.0pp |
| Employer contribution / active EE | $6,268 | $5,316+17.9% | $4,412+42.1% | $4,838+29.5% |
| Participant deferral / active EE | $13,512 | $7,002+93.0% | $6,174+118.9% | $6,342+113.1% |
| Admin fee / account holder | $4,421 | $11,881-62.8% | $9,809-54.9% | $12,312-64.1% |