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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 | $37,686 | $90,509-58.4% | $78,693-52.1% | $273,968-86.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 9.52% | 75.61%-66.1pp | 62.18%-52.7pp | 41.45%-31.9pp |
| Employer contribution / active EE | $11,636 | $3,175+266.5% | $2,850+308.3% | $4,869+139.0% |
| Participant deferral / active EE | $11,198 | $3,901+187.0% | $3,517+218.4% | $5,287+111.8% |
| Admin fee / account holder | $16,800 | $5,264+219.2% | $4,511+272.4% | $10,132+65.8% |