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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 | $81,457-41.7% | $103,378-54.1% | $80,911-41.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 13.13% | 25.58%-12.4pp | 24.91%-11.8pp | 35.63%-22.5pp |
| Employer contribution / active EE | $6,213 | $3,107+99.9% | $3,870+60.5% | $2,756+125.4% |
| Participant deferral / active EE | $8,841 | $3,871+128.4% | $5,058+74.8% | $4,297+105.7% |
| Admin fee / account holder | $22,736 | $6,717+238.5% | $8,401+170.6% | $6,935+227.9% |