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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 | $43,296 | $153,311-71.8% | $109,313-60.4% | $273,972-84.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 1.97% | 29.86%-27.9pp | 22.07%-20.1pp | 41.46%-39.5pp |
| Employer contribution / active EE | $7,354 | $5,619+30.9% | $3,892+88.9% | $4,869+51.0% |
| Participant deferral / active EE | $1,817 | $3,932-53.8% | $3,166-42.6% | $5,287-65.6% |
| Admin fee / account holder | $21,799 | $8,076+169.9% | $5,666+284.7% | $10,133+115.1% |