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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 | $57,556 | $102,245-43.7% | $89,340-35.6% | $137,256-58.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 11.56% | 21.89%-10.3pp | 20.57%-9.0pp | 220.34%-208.8pp |
| Employer contribution / active EE | $6,274 | $2,529+148.1% | $2,231+181.2% | $4,156+51.0% |
| Participant deferral / active EE | $3,413 | $4,436-23.1% | $3,823-10.7% | $6,407-46.7% |
| Admin fee / account holder | $24,672 | $8,085+205.1% | $6,704+268.0% | $12,270+101.1% |