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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 | $64,216 | $110,307-41.8% | $96,576-33.5% | $139,456-54.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 15.19% | 26.40%-11.2pp | 25.87%-10.7pp | 373.45%-358.3pp |
| Employer contribution / active EE | $4,032 | $3,619+11.4% | $2,965+36.0% | $4,753-15.2% |
| Participant deferral / active EE | $2,142 | $5,547-61.4% | $4,851-55.8% | $6,711-68.1% |
| Admin fee / account holder | $20,795 | $11,597+79.3% | $8,253+152.0% | $11,407+82.3% |