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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 | $52,886 | $174,379-69.7% | $152,093-65.2% | $138,895-61.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 14.89% | 74.86%-60.0pp | 66.36%-51.5pp | 145.39%-130.5pp |
| Employer contribution / active EE | $10,434 | $4,652+124.3% | $4,175+149.9% | $4,194+148.8% |
| Participant deferral / active EE | $5,741 | $6,159-6.8% | $5,451+5.3% | $6,396-10.2% |
| Admin fee / account holder | $3,280 | $16,880-80.6% | $14,497-77.4% | $12,562-73.9% |