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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 | $41,365 | $201,259-79.4% | $184,200-77.5% | $145,959-71.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.29% | 28.98%-15.7pp | 28.80%-15.5pp | 561.95%-548.7pp |
| Employer contribution / active EE | $3,655 | $7,018-47.9% | $6,424-43.1% | $4,661-21.6% |
| Participant deferral / active EE | $5,024 | $9,806-48.8% | $9,132-45.0% | $6,689-24.9% |
| Admin fee / account holder | $6,270 | $16,372-61.7% | $13,907-54.9% | $13,398-53.2% |