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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 | $69,991 | $96,731-27.6% | $123,973-43.5% | $86,983-19.5% |
| Participation rate | 97.0% | 70.0%+27.0pp | 76.7%+20.3pp | 69.5%+27.4pp |
| Annual return | 17.15% | 17.33%-0.2pp | 388.13%-371.0pp | 25.83%-8.7pp |
| Employer contribution / active EE | $26,172 | $3,297+693.8% | $4,126+534.4% | $2,584+912.7% |
| Participant deferral / active EE | $2,534 | $4,152-39.0% | $5,247-51.7% | $4,194-39.6% |
| Admin fee / account holder | $24,861 | $8,722+185.0% | $11,799+110.7% | $7,856+216.5% |