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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 | $55,438 | $107,809-48.6% | $97,032-42.9% | $155,188-64.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 8.96% | 38.06%-29.1pp | 35.38%-26.4pp | 148.84%-139.9pp |
| Employer contribution / active EE | $6,750 | $2,911+131.9% | $2,629+156.8% | $4,248+58.9% |
| Participant deferral / active EE | $4,431 | $5,129-13.6% | $4,672-5.2% | $6,531-32.2% |
| Admin fee / account holder | $64,564 | $10,717+502.4% | $9,418+585.6% | $14,480+345.9% |