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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 | $55,687 | $68,880-19.2% | $120,580-53.8% | $80,959-31.2% |
| Participation rate | 100.0% | 61.7%+38.3pp | 72.0%+28.0pp | 67.7%+32.3pp |
| Annual return | 22.96% | 23.68%-0.7pp | 107.48%-84.5pp | 35.67%-12.7pp |
| Employer contribution / active EE | $3,635 | $2,066+75.9% | $3,469+4.8% | $2,757+31.8% |
| Participant deferral / active EE | $11,313 | $3,191+254.6% | $4,995+126.5% | $4,300+163.1% |
| Admin fee / account holder | $18,248 | $5,785+215.4% | $9,418+93.7% | $6,925+163.5% |