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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 | $22,706 | $102,938-77.9% | $94,105-75.9% | $138,895-83.7% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 18.91% | 250.28%-231.4pp | 204.55%-185.6pp | 145.39%-126.5pp |
| Employer contribution / active EE | $6,641 | $2,732+143.1% | $2,504+165.2% | $4,194+58.3% |
| Participant deferral / active EE | $7,672 | $4,196+82.8% | $3,881+97.7% | $6,396+19.9% |
| Admin fee / account holder | $6,583 | $6,600-0.3% | $6,199+6.2% | $12,562-47.6% |