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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 | $54,242 | $85,060-36.2% | $70,565-23.1% | $139,487-61.1% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 14.03% | 30.39%-16.4pp | 32.79%-18.8pp | 373.84%-359.8pp |
| Employer contribution / active EE | $4,505 | $3,912+15.2% | $2,976+51.4% | $4,755-5.3% |
| Participant deferral / active EE | $7,976 | $5,891+35.4% | $4,568+74.6% | $6,713+18.8% |
| Admin fee / account holder | $18,396 | $8,932+106.0% | $6,430+186.1% | $11,407+61.3% |