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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 | $52,056 | $102,938-49.4% | $94,105-44.7% | $138,895-62.5% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 13.79% | 250.28%-236.5pp | 204.55%-190.8pp | 145.39%-131.6pp |
| Employer contribution / active EE | $2,215 | $2,732-18.9% | $2,504-11.6% | $4,194-47.2% |
| Participant deferral / active EE | $4,048 | $4,196-3.5% | $3,881+4.3% | $6,396-36.7% |
| Admin fee / account holder | $9,734 | $6,600+47.5% | $6,199+57.0% | $12,562-22.5% |