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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 | $44,799 | $65,367-31.5% | $92,915-51.8% | $72,976-38.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 24.00% | 42.11%-18.1pp | 109.45%-85.4pp | 81.02%-57.0pp |
| Employer contribution / active EE | $18,827 | $2,594+625.9% | $3,653+415.3% | $2,440+671.6% |
| Participant deferral / active EE | $2,014 | $3,128-35.6% | $4,238-52.5% | $3,608-44.2% |
| Admin fee / account holder | $10,639 | $4,251+150.2% | $5,796+83.6% | $5,124+107.6% |