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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 | $31,722 | $165,399-80.8% | $149,745-78.8% | $158,982-80.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.15% | 348.34%-338.2pp | 276.72%-266.6pp | 302.99%-292.8pp |
| Employer contribution / active EE | $2,918 | $5,105-42.8% | $4,646-37.2% | $4,763-38.7% |
| Participant deferral / active EE | $4,594 | $7,183-36.0% | $6,843-32.9% | $5,983-23.2% |
| Admin fee / account holder | $22,043 | $10,811+103.9% | $9,312+136.7% | $11,252+95.9% |