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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 | $68,334 | $87,166-21.6% | $76,735-10.9% | $137,256-50.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 12.96% | 26.50%-13.5pp | 29.77%-16.8pp | 220.34%-207.4pp |
| Employer contribution / active EE | $5,650 | $2,904+94.5% | $2,454+130.2% | $4,156+35.9% |
| Participant deferral / active EE | $6,694 | $4,726+41.6% | $4,088+63.7% | $6,407+4.5% |
| Admin fee / account holder | $19,739 | $8,403+134.9% | $7,189+174.6% | $12,270+60.9% |