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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 | $60,186 | $108,882-44.7% | $96,754-37.8% | $154,746-61.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 16.71% | 98.39%-81.7pp | 82.04%-65.3pp | 172.34%-155.6pp |
| Employer contribution / active EE | $5,044 | $3,018+67.1% | $2,679+88.3% | $4,379+15.2% |
| Participant deferral / active EE | $19,272 | $5,323+262.1% | $4,758+305.0% | $6,730+186.3% |
| Admin fee / account holder | $4,916 | $10,200-51.8% | $8,905-44.8% | $14,365-65.8% |