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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 | $47,471 | $81,446-41.7% | $103,374-54.1% | $80,874-41.3% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 13.13% | 25.57%-12.4pp | 24.89%-11.8pp | 35.62%-22.5pp |
| Employer contribution / active EE | $6,213 | $3,107+99.9% | $3,869+60.6% | $2,756+125.5% |
| Participant deferral / active EE | $8,841 | $3,870+128.4% | $5,058+74.8% | $4,297+105.8% |
| Admin fee / account holder | $22,736 | $6,715+238.6% | $8,394+170.9% | $6,935+227.8% |