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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 | $38,856 | $135,956-71.4% | $123,894-68.6% | $273,972-85.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 11.25% | 56.63%-45.4pp | 47.52%-36.3pp | 41.46%-30.2pp |
| Employer contribution / active EE | $12,386 | $5,170+139.6% | $4,617+168.3% | $4,869+154.4% |
| Participant deferral / active EE | $6,000 | $6,343-5.4% | $5,984+0.3% | $5,287+13.5% |
| Admin fee / account holder | $318 | $9,817-96.8% | $8,357-96.2% | $10,133-96.9% |