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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 | $29,807 | $52,379-43.1% | $46,225-35.5% | $273,972-89.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.5%+20.5pp | 83.0%+17.0pp |
| Annual return | 36.92% | 7.23%+29.7pp | 7.57%+29.4pp | 41.46%-4.5pp |
| Employer contribution / active EE | $19,741 | $4,226+367.1% | $3,424+476.6% | $4,869+305.5% |
| Participant deferral / active EE | $20,011 | $4,660+329.5% | $3,776+429.9% | $5,287+278.5% |
| Admin fee / account holder | $29,589 | $4,652+536.0% | $3,519+740.7% | $10,133+192.0% |