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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 | $40,230 | $153,311-73.8% | $109,313-63.2% | $273,972-85.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 35.16% | 29.86%+5.3pp | 22.07%+13.1pp | 41.46%-6.3pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,655 | $3,932-7.1% | $3,166+15.4% | $5,287-30.9% |
| Admin fee / account holder | $4,098 | $8,076-49.3% | $5,666-27.7% | $10,133-59.6% |