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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 | $40,257 | $72,273-44.3% | $101,275-60.3% | $79,856-49.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 11.48% | 22.30%-10.8pp | 46.48%-35.0pp | 31.71%-20.2pp |
| Employer contribution / active EE | $4,268 | $2,691+58.6% | $3,660+16.6% | $2,471+72.7% |
| Participant deferral / active EE | $1,889 | $3,282-42.4% | $4,371-56.8% | $3,741-49.5% |
| Admin fee / account holder | $12,587 | $4,401+186.0% | $5,948+111.6% | $5,306+137.2% |