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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 | $37,643 | $140,592-73.2% | $123,106-69.4% | $125,388-70.0% |
| Participation rate | 93.8% | 88.2%+5.6pp | 86.8%+7.0pp | 83.2%+10.6pp |
| Annual return | 0.00% | 16.80%-16.8pp | 13.22%-13.2pp | 282.24%-282.2pp |
| Employer contribution / active EE | $8,041 | $6,041+33.1% | $5,151+56.1% | $4,866+65.2% |
| Participant deferral / active EE | $13,388 | $6,980+91.8% | $6,229+114.9% | $5,352+150.2% |
| Admin fee / account holder | $5,709 | $11,198-49.0% | $9,015-36.7% | $9,541-40.2% |