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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 | $46,804 | $97,648-52.1% | $121,663-61.5% | $87,485-46.5% |
| Participation rate | 100.0% | 70.5%+29.5pp | 74.5%+25.5pp | 68.9%+31.1pp |
| Annual return | 19.63% | 18.03%+1.6pp | 147.54%-127.9pp | 26.06%-6.4pp |
| Employer contribution / active EE | $6,434 | $2,300+179.7% | $3,020+113.0% | $2,596+147.8% |
| Participant deferral / active EE | $6,675 | $3,923+70.1% | $4,887+36.6% | $4,274+56.2% |
| Admin fee / account holder | $5,949 | $11,100-46.4% | $14,289-58.4% | $7,775-23.5% |