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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 | $66,218 | $149,679-55.8% | $117,039-43.4% | $147,586-55.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 12.94% | 19.31%-6.4pp | 18.95%-6.0pp | 578.59%-565.6pp |
| Employer contribution / active EE | $4,056 | $4,937-17.8% | $3,785+7.2% | $4,876-16.8% |
| Participant deferral / active EE | $5,803 | $4,912+18.1% | $3,929+47.7% | $5,439+6.7% |
| Admin fee / account holder | $2,756 | $7,856-64.9% | $5,974-53.9% | $10,886-74.7% |