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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 | $59,059 | $114,119-48.2% | $107,187-44.9% | $138,895-57.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 14.42% | 273.21%-258.8pp | 204.55%-190.1pp | 145.39%-131.0pp |
| Employer contribution / active EE | $6,714 | $4,059+65.4% | $3,782+77.5% | $4,194+60.1% |
| Participant deferral / active EE | $9,246 | $5,538+67.0% | $5,096+81.4% | $6,396+44.6% |
| Admin fee / account holder | $4,309 | $10,024-57.0% | $9,162-53.0% | $12,562-65.7% |