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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 | $75,485 | $124,425-39.3% | $112,040-32.6% | $137,256-45.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 12.74% | 24.72%-12.0pp | 24.52%-11.8pp | 220.34%-207.6pp |
| Employer contribution / active EE | $4,798 | $3,411+40.6% | $2,954+62.4% | $4,156+15.4% |
| Participant deferral / active EE | $12,574 | $5,718+119.9% | $5,098+146.7% | $6,407+96.3% |
| Admin fee / account holder | $47,477 | $15,207+212.2% | $12,098+292.4% | $12,270+286.9% |