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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 | $201,264-79.4% | $184,185-77.5% | $145,978-71.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.29% | 29.00%-15.7pp | 28.81%-15.5pp | 550.52%-537.2pp |
| Employer contribution / active EE | $3,655 | $7,021-47.9% | $6,426-43.1% | $4,662-21.6% |
| Participant deferral / active EE | $5,024 | $9,806-48.8% | $9,132-45.0% | $6,690-24.9% |
| Admin fee / account holder | $6,270 | $16,376-61.7% | $13,909-54.9% | $13,400-53.2% |