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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 | $42,217 | $127,387-66.9% | $115,038-63.3% | $125,389-66.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 1.97% | 31.28%-29.3pp | 26.14%-24.2pp | 282.24%-280.3pp |
| Employer contribution / active EE | $12,215 | $5,166+136.4% | $4,608+165.1% | $4,866+151.0% |
| Participant deferral / active EE | $9,777 | $6,423+52.2% | $6,026+62.2% | $5,352+82.7% |
| Admin fee / account holder | $43,853 | $9,516+360.8% | $8,175+436.4% | $9,541+359.6% |